Nectarine Financial provides financial planning advice through its website. Clients can choose an advisor and schedule services. They offer hourly consultations, project-based plans, and ongoing financial planning. Nectarine Financial does not manage investments or provide accounting or legal advice. Many of Nectarine's advisors are also registered with other firms, but clients are not obligated to use those services.
Fee Structure
Nectarine Financial offers ongoing financial planning services for a flat fee ranging from $100 to $3,000 per quarter. This includes guidance on budgeting, goal setting, investment guidance, retirement planning, insurance, debt reduction, estate planning, employer benefits, and email access to the advisor.
Nectarine Financial offers the following services:
- Hourly Services: Professional advice regarding specific financial planning topics for an hourly rate generally less than $500 per one-hour session.
- Plan Services: A thorough analysis of your financial life pursuant to a multi-week engagement for a one-time flat fee that is generally less than $10,000. This includes face-to-face meetings, document review, expert planning and analysis, implementation help, email support, and a custom financial plan.
