Let's Build Together.
We're genuinely passionate about giving people access to expert advisors, quality advice, and excellent service.
The NOMADIC Plan
An in-depth view of your complete financial situation, and a detailed guide on exactly how to put your plan into action.
Includes:
1-3 Month Engagement
We'll work together over a 1-3 month period, meeting regularly to develop a financial plan. You'll be able to ask all of your questions and have dedicated access to your personal advisor. Our planning process is described in more in-depth below.
Comprehensive, Personalized Advice
Your advisor will work with you to obtain a comprehensive view of your financial situation and develop a financial plan.
We'll also provide advice and guidance around various aspects of your finances as they arise, and help you align your finances with your goals and values.
Clear, Actionable Steps to Your Goals
At the end of the engagement, you will receive tailored advice and recommendations on exactly what steps to take to follow through on your goals.
Many of our clients who select this service come back to update their financial plan every 1-2 years to make sure they are still on track.
How We Do Things:
Intro Chat
Let’s see if we’re the right fit.
Discover what it’s like to work with Nomadic Wealth. We’ll explore your needs, share our process, pricing, and services, and see if a long-term partnership makes sense—clear and pressure-free.
Explore
Your life. Your goals. Your story.
Here we go beyond the numbers to understand who you are, what matters most, and where you want to go. Together, we’ll organize your personal and business finances and build a foundation rooted in your vision, values, and priorities.
Collaborate
Insight, strategy, and a path forward.
We dig into your full financial picture, uncover opportunities, and build a strategy aligned with your goals. Through careful analysis and planning, we design recommendations tailored to you—no jargon, no fluff. Together, we’ll walk through your plan and map out clear next steps.
Activate
From Ideas to Action
This is where planning becomes real. We implement, monitor, and adapt your financial plan as life evolves—investments, taxes, major decisions, and more. Working with our team, we stay proactive and support you every step of the way.
Our Specialties
Charitable Giving
Retirement Income
Tax Efficiency
Retirement
Legacy Decisions
Investing
Risk Mitigation
Major Decisions
Different
What Makes Us
We love doing this.
This is a passion for us, not just a profession. When you work with us, you're working with people who truly want to be here, supporting your goals.
We Prize Relationships.
We started NOMADIC to serve people and support their success in the long term. With us, you're not just another file.
We're fiduciaries, here to serve.
We take our role as a fiduciary seriously. We serve your interests and needs, and not some hidden agenda.
Longterm Investment Management
Longterm
Investment Management
Our most comprehensive service includes working one-on-one with your Nomadic Wealth Advisor on an ongoing basis.
Includes:
Meetings When You Need Them
We'll meet throughout the year, to check in on action items and answer questions during more urgent times.
Continual Relationship
We'll work together on an ongoing basis to partner on plan implementation, as well as update your plan to adapt to life changes. This ensures your plan gets put into action and always reflects your current situation.
Regular Advisor Access
Your advisor will be available by email and phone as needed, anytime you need.