Personal Finance Services
Just looking for a one-time general consultation? Have a chat with Nicholaus to discuss your situation without breaking the bank!
Professional Financial Planning
Monthly Personal Finance Check-In Subscription
Give your financial health the attention it deserves. Meet with Nicholaus once per month to discuss all things finance that come up in your life. From budgeting and tax planning to deciding whether or not to switch your car insurance provider. Know that you have a go-to trusted financial advisor for all the curveballs life has to throw at you!
Investments, Savings, and Personal Financial Planning
Have Nicholaus create a personal financial plan for you that incorporates all your goals. From saving for your child’s higher education and retirement planning to month-to-month cashflow management and debt management, your personal finance plan will have it all!
Personal Finance Coaching Packages
Credit Score Boost Package
Have an expert analyze your credit score and create a custom credit score boost “game plan” just for you. Also includes three one-on-one meetings!
Household Budgeting Package
Includes three one-on-one meetings, custom-made budget, cashflow and household balance sheet analysis & more!