NectarineReviews of hellonectarine.com

We had such an incredible appointment with Phil! My husband and I were all over the place with our questions and not on the same page as far as our goals. After meeting with Phil we both felt like we had a plan and were now aligned. He was so patient with us. Gave us honest, practical feedback and guidance. We have a to do list and are going to meet with Phil again soon. THANK YOU!

Even though I'm also a CFP® professional, I still wanted to use a specialist when it came to my wife's grad school loans. I found James and honestly one session was all it took. I submitted our documents beforehand, he came fully prepared, and we left with a clear plan we could actually act on. We're positioning ourselves for loan forgiveness and it'll likely save us at least $100k. The stress and anxiety we had around her loans are basically gone. Can't recommend him enough!

Working with Diana was amazing. From start to finish, the entire experience was incredibly educational, thorough, and far exceeded my expectations. Before our session, I was able to send over my questions in advance. When we met, Diana was completely prepared and hit the ground running. She took the time to thoroughly explain asset allocation, provided actionable strategies to optimize my current portfolio, and offered valuable insights on additional investment options. I never felt rushed. She ensured all of my immediate questions were answered. Her feedback notes helped outline plans for tasks to do now and our future meetings. A huge bonus was her advice on setting up investments for my kids and building strategies to give them a real financial head start. I have no regrets booking with Diana and I plan to schedule another meeting next year.

Amazing service. Kelly has been my advisor over the last few years. She has been a guide to me and my family through big life events including career changes and investment opportunities. Her advice has been hugely impactful. She is not only extremely knowledgeable but she also conveys esoteric topics in a way that is easy to digest and kind. It is always a pleasure just to speak with her!

I consulted with a very knowledgeable advisor who answered all of my questions and provided clarity regarding a real estate issue I was having difficulty analyzing on my own. I could not find a CFP in my area willing to meet on an hourly basis and had given up on finding anyone until I stumbled across the Nectarine website. I plan to book more time with the advisor I selected going forward. Thanks, Nectarine, for providing a pay by the hour service.

This 1:1 session was so helpful! Investing can be confusing, even just trying to figure out which buttons to press when you're logged into your accounts can feel overwhelming. Shane provided a comprehensive look at our investment accounts, provided insights and information, and answered all of the questions we had. I highly recommend this service for everyone! So helpful and I'll definitely be spreading the word.

Shane was extremely knowledgeable and helpful with all of my questions. He helped me understand my retirement accounts and how to invest best for my families future. Helped me understand at my level too. I felt I could trust him since he had nothing to gain from his advice. Would definitely recommend!

My wife and I had a great experience working with Shane from Nectarine. He was professional, friendly, and knowledgeable. We are somewhat literate about financial planning but had specific questions on first-time home buying. He took the time to understand our financial goals, provided us with different options, and encouraged us to consider different frameworks, given that in the world of home buying, there is often no right/rational answer. He didn't try to push any products or services on us. He followed up with some relevant articles after the call based on topics we discussed and also answered some of my follow-up questions by email. We especially appreciated the way that Shane met us at our level of understanding and took the time to go over some of the more complex concepts with us (e.g., backdoor Roth IRA), and made sure that we understood the pros and cons of each option before making a decision. I highly recommend Shane to anyone looking for a financial advisor. He is knowledgeable, helpful, and honest. I am confident that he could help you reach your financial goals.