Financial Planning

A financial plan from NEST empowers you with the knowledge to make decisions that bring your financial dreams to reality. It maps your current position, outlines your desired future, and charts a clear path to achieve it. While we can’t speak for others, we can assure you that NEST’s approach to financial planning is streamlined and effective. Our goal is to synchronize your financial strategy with your personal values. You have aspirations, and with NESTIntel, you’ll receive practical steps to realize them in your life.

Our system is so innovative we gave it a name: NESTIntel. NESTIntel revolutionizes how you view and manage your finances, empowering you to take control and optimize your financial resources. By integrating your financial details, NESTIntel interprets and demonstrates their impact on your life through key analyses:

Cash Flow and Investment Portfolio Analysis: Understand your financial velocity and ensure your investments are yielding their maximum potential.
Retirement, Estate Planning, and Insurance Coverage Analysis: Secure your assets, reduce risks, and enhance your financial legacy with tailored strategies.
Tax Planning and Professional Referrals: Simplify your financial management with strategic tax planning and direct access to CPAs and attorneys, avoiding common pitfalls.

NESTIntel transforms complex data into actionable insights, setting a new standard for personal finance management.

The Process:

Days 1 - 2

Strategize

Pleased to meet ya! In the first couple days, we get to know each other - you tell us about your experiences, expectations, and goals, and we give you an overview of the NESTIntel process. We want to understand who you are as a person, and encourage you to ask whatever you want. Remember - NEST is all about education, so this process prioritizes you and your questions. Once you give us the green light, we’ll move on to the next step.

Days 1 - 2

5 -7 Days

Discover

Within the first week, we translate the information you gave us about who you are into numbers. We explain how our system works and help you gather all of your financial data, plugging it into our efficient and simplified NESTIntel software. During this process, we are often able to refine your goals and priorities so that we can optimize your plan’s foundation. (You may have noticed that refining and optimization are running themes in this process!)

5 -7 Days

3 - 5 Weeks

Review & Build

This is where the magic happens! Now that we have all of your data, Gloria and Dan roll up their sleeves and get to work. After they run quality assurance on the data you’ve provided, they analyze your financial situation for strengths, opportunities, and bumps on the road ahead. This process is time-intensive, includes multiple meetings, and takes 3-5 weeks to complete. As we build your plan, we can check-in to make sure that we’re on the right track.

3 - 5 Weeks

Within 60 Days

Evaluate

Next, we present you with a draft of your financial plan. Within 60 days from your initial call, we provide recommendations - such as new and improved goals - and suggested actions to optimize your financial future and save you money. We review this draft together and make sure that we are both on the same page, and then with your feedback, we strengthen the process. This stage results in an action item list with changes you can make now and throughout the year to manifest your elevated goals.

Within 60 Days

As Needed (through 12 months)

Touch Up

Over the course of the next 12 months, you have access to the NESTIntel plan and software, and we are happy to schedule check-ins as needed for any minor adjustments. You also have access to our network of professionals, should you need any CPA or attorney support. Now that you understand the NESTIntel process and have learned more about finance and your options, your goals and plans may have changed - major tune-ups are available any time at our standard rate of $250/hour.

As Needed (through 12 months)