The Clubhouse

Team up with Nick Booth, CFP® to transform your financial life

Your Nine Innings of Life will have inevitable ups and downs.

Having a professional in your corner can make the journey smoother and help you play offense with your finances.

Reduce Complexity

Take steps to simplify your financial life and give you the confidence to take action. Cut through the noise to locate the signal.

Offload Unpleasantness

Do you procrastinate? Don’t have enough time with your busy schedule? Delegate those icky tasks, save time and go on enjoying your life.

Make Informed Decisions

Combine factual information with personalized attention from a professional who knows your lifestyle, family history and values.

Feel Safer

You’ll have a professional in your corner monitoring your finances and giving you endless encouragement.

There When You Need It

Access to Nick Booth, CFP® for all meetings, emails, calls and texts. Plus everything in between!

Two Service Options

After the initial engagement, team up with Nick on an “on-going” basis or “hourly” basis.

How the Process Works

  • An 30-minute intro zoom call with Nick Booth, CFP® to discuss your most pressing money challenges and review your financial scorecard.

    If we mutually agree the Clubhouse is right for you, you’ll receive an invite to join.

  • Dive headfirst into your past, present and future.

    What are your beliefs about money? What did you learn about money from your upbringing?

    What is your current financial situation? Are you where you want to be?

    What are your future goals? Where do you want to be?

  • Now that we have a good sense of your current situation and money beliefs, we will collaborate and develop a financial game plan for the future.

  • After the conclusion of the first financial game plan meeting, you can team up with Nine Inning Finance on an “on-going” basis or an hourly basis.

    Details are below.

Membership Value

Current clients are seeking help with:

1) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starting to invest, etc.

2) Planning for retirement.

3) Second opinion on their self-managed or advisor-managed investment portfolio.

The Clubhouse Membership has two tiers: the initial engagement and the on-going quarterly membership, or the initial engagement and a pay-by-the-hour option.

Here’s what’s included in the initial engagement:

  • Two initial meetings focused on your goals and values

  • Initial Financial Plan delivery

  • Access to Elements Financial Monitoring App

  • Access to other Financial Planning Software

  • Cash Flow/Debt Management

  • Risk Management

  • Tax Efficient Investing

  • Buying a First or Second Home

  • College Education Funding

  • Retirement Planning

  • Insurance and Estate Planning

  • Facilitation of family discussions about legacy

  • Facilitation of family improvements in communication and connection

If you want to team up on an on-going basis, there is a quarterly membership fee and includes:

  • Quarterly proactive check-ins and an Annual Progress meeting

  • Access to a CFP® professional for all financial planning questions via Zoom, phone, or email

Household Income Less than $100k

Initial Fee: $800

Quarterly Fee: $200

Household Income $100k-$199k

Initial Fee: $1,200

Quarterly Fee: $300

Household Income $200k-$299k

Initial Fee: $2,000

Quarterly Fee: $450

Household Income $300k+ or Net Worth over $1 million

Initial Fee: $3,000

Quarterly Fee: $600

If you do not want to join on an-ongoing basis, you have the option to revisit your plan with me at any time on an hourly basis.

Hourly Fee: $300/hr