NectarineReviews of hellonectarine.com

I first met with Adam just to get more in depth perspective on questions I had. I had worked with three different financial advisors over the years who managed my money and took their cut. And they mostly had a "trust me" approach though they would answer questions if asked. As I got older and asset levels increased, I wanted to go deeper on tax implications, retirement planning, and to better wrap my arms around our financial picture. After one hour with Adam, I knew he was what I had been wanting all along. He helped me transition to managing my own investments, answers questions via email in a very timely manner, and I know he will be trusted partner as we work towards retirement in the coming years. He's a perfect balance between cost and value, vs what we paying before as a % of assets. I recommend him whenever and wherever I can!

We had a fantastic experience working with Diana! We came into our meeting looking for a second set of eyes on our financial strategy and left feeling so much more confident about the path we’re on. She helped us identify several things we can take action on right away, including Backdoor Roth and Mega Backdoor Roth strategies, and also helped us think through how to approach future RSUs and ESPP shares through my husband’s job. She was incredibly knowledgeable, practical, and easy to talk to; she took some fairly complicated topics and made them feel very manageable. We got exactly what we were hoping for from the session: validation that we’re doing a lot of the right things, clarity on a few areas we can optimize, and concrete next steps we can implement immediately.

I had a very good experience working with Arik Peterson. I tend to be a DIY person when it comes to my financial and retirement planning, but I wanted a professional second opinion to make sure I was on the right track and wasn’t overlooking anything important. Arik took the time to address all of my questions and areas of concern. He was knowledgeable, thorough, and provided clear, practical advice without trying to overcomplicate things. He also responded to my questions in a timely manner and made sure everything I wanted to discuss was covered. The meeting gave me additional confidence in my retirement planning while also providing some valuable advice and things to consider. I felt the session was time well spent and would definitely recommend Arik, especially to someone who likes to manage their own finances but wants an experienced professional to review their plan and provide guidance.

Exactly what I was looking for, hourly rate, we covered what I wanted, I have homework to do AND I will be a return customer! I had been searching for this typ of service for a long time.

Had a great experience discussing my financial plans including retirement planning with Arik. Arik provided insights into what is feasible with my current savings, ideal timeline to retire or options to have a comfortable retirement related to financial planning. He also provided options around Roth conversions and SS withdrawals. Arik is straightforward and easy to work with as he explains and cross checks our assumptions to ensure we are taking all into consideration. Thanks Arik

Kathleen is a gem. Knowledgeable and professional. I wanted to focus our time on a detailed account review, which Kathleen delivered. She was clear about where we have gaps, what is working well, and what we should be getting from our current advisor. I appreciated her candor and transparency. She put no pressure on us to do anything, including spending more time with her. She simply delivered the facts that helped us make smarter decisions. Based on our interactions to date, we'll absolutely continue working with her.

Kelly gave us the clarity and confidence we needed to move forward with managing our investments independently. She listened carefully, worked through our specific questions, and offered practical, unbiased guidance without trying to sell us on anything. I especially valued having a knowledgeable second opinion on our house down payment reserve, long-term allocation, and inheritance plan. My husband said she was incredibly nice, our favorite advisor we’ve spoken with, and exactly as advertised. Her detailed recap email made the meeting even more valuable.

We’ve self managed our portfolio for decades but wanted to run a few potential decisions past a CFP who wouldn’t spend the time trying to sell us annuities or an AMU arrangement. The Nectarine app recommended 4 or 5 potential flat-fee-based CFPs who work with people in our phase of life. The booking process was easy and the instructions were clear. We were very happy with the advice and input we received from Arik Peterson, CFP and won’t hesitate to reach out to him again if we have more questions. Arik was terrific! He’d looked through the materials we sent him and was prepared to respond to our questions. He had questions for us that help clarify our choices for our off-ramp to retirement. He was insightful, clear and kind.