Lynda T
GBGreat company! Shane was excellent. The meeting was beyond my expectations, he gave me great advice and information that will definitely help me increase my financial portfolio. The conversation was easy to follow and left me feeling confident in my financial future. I love the service and will continue to reach out to Nectarine to continue learning and getting great tips! Thank you so much.
Sarah Johnson
GBShane reviewed our information prior to… Shane reviewed our information prior to our meeting which helped us focus in on our primary questions and make good use of our time. We felt like our questions were answered and that we received concrete feedback as to "next steps" we can take to better refine our investing strategy and prioritization. We appreciated getting a follow up email with this feedback along with relevant links. We felt like the advice was truly in our best interest and that there were no complicating factors (i.e. selling products, commission). Greatly appreciated!
Em N.
GBThis is worth the price. This is worth the price. We have a pretty good understanding of investing but had some specific questions. We could have spent hours googling and researching the topics, but in one hour with Shane we were able to work through all our questions. Shane meets you at your level of understanding and doesn't hash through the basics of you don't need the basics. There were a couple concepts I struggled with so we took more time on those, it was great. He keeps the pace up so he can help you with as much as possible within the hour. We pulled up our Vanguard account and learned how to calculate tax on capitol gains and talked about life decisions. Shane would present options and go over the pros and cons of each one and let you make the decision. He provided follow up articles on some of the topics we covered. Can't recommend this enough, and it was so reassuring to know we didn't have to keep our guard up to not be sold a product.