Financial Planner, CFP® CKA®
Nick's experiences equip him to work particularly well with three different groups. In each case, his natural inclinations toward simplicity, collaboration, and deep relational connection offer unique benefits.
The first are those nearing retirement. The common narrative is that this should be the crowning moment of a person's career. What this misses is the fact that many people are financially prepared but very few have considered just how deeply most people's sense of purpose is connected to working. God has given everyone a purpose and as it changes with the seasons it helps to have someone who has walked with others through those changes. Additionally, there are a lot of technical choices to be made at this junction and Nick knows how to simplify and streamline those decisions.
Another group Nick has deep experience working with is young business owners. He comes to this through his own experiences owning a business as well as those of his clients. Invariably, owning a business adds complexity to a person's life, and the cultural narrative is that you have to hustle more and more if you're going to be successful. However, in Nick's experience, the only way to truly find the kind of success that is lasting is to decide "how much is enough", otherwise the goal line will never stop moving. In his experience, there will never be a shortage of ways to spend money and it's only when you decide what will be enough and begin seeing God as the owner that you can experience lasting contentment.
Nick also finds the opportunity to serve young inheritors of wealth particularly meaningful. The psychological and emotional effects of money are often underrated. As an heir, your relation to a family member or friend can dramatically change how you handle what has been given to you. For some it is like finding money on the ground and having the irresistible urge to spend it. For others, it can be loaded with fears of squandering what a previous generation built. No matter your scenario, the numbers are almost away secondary and you deserve an advisor who knows how to focus on what really matters.