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Nick B

CFP®

Rockville, MD

Nine Inning Finance

I’m an advice-only financial planner based in North Bethesda, MD. I offer three services: The Hour, The Plan and The Clubhouse. My current clients are generally seeking help with: 1) Planning for retirement or financial independence (FIRE). 2) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starting to invest, etc. 3) A second opinion on their self-managed or advisor-managed investment portfolio. Check my guide, Where to Start With Money? https://nineinningfinance.com/writing/nine-inning-finance-guide-where-to-start-with-money To learn more, visit www.nineinningfinance.com. Read Nick’s newsletter here: https://moundvisits.substack.com/

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Newlywed/Engaged FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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