Vivi, Shane, and I officially started a million dollar business! It’s so cool to be working on something we believe in so passionately, we think the world needs desperately, and is helping so many people!

When a new client signs up, we ask them to fill out an intake form describing their financial situation. At the end we ask “how did you hear about us”. A year ago, basically 100% of those said “Personal Finance Club IG”. I just looked through the last 20 intake forms and of those only ONE mentioned Personal Finance Club. It’s so cool to see Nectarine blossoming beyond those who read these captions!

If you DON’T know what Nectarine is, here’s the story. For years, I kept getting the question “How do I find a good financial advisor?” I would respond with a pitch about finding a fiduciary who charges a flat fee so that they’re not biased by earning commissions on products or pressuring you to manage your investments for an annual fee. After the pitch, the hopeful investor would say “Yes! That’s exactly what I want. How do I find one of those?” and my answer would be “Oh, I have no idea.”.

So we decided to build it! Nectarine is a flat-fee fiduciary financial advice marketplace. Every step of the way we’ve been trying to do everything right by the client. We post the prices clearly and obviously right on each advisor’s profile. We make signing up and booking super easy. We thoroughly vet each and every advisor on the platform, accepting less than 10% of advisors who have applied. We solicit reviews from every client posting them all publicly (good or bad) on the advisors’ profiles. We offer a money-back guarantee. Not happy with the experience? Get your money back.

Anyway, it’s going great. We’ll try to keep “building in public” so you can stay up to date on what, how, and why we’re doing. Oh and if you have the question “How do I find a good financial advisor?”, I have an answer now. Go to hellonectarine.com! 🙂

As always, reminding you to build wealth by following the two PFC rules: 1.) Live below your means and 2.) Invest early and often.

-Vivi, Shane, and Jeremy