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
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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.
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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?
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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.
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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