Flat-Fee Financial Planning
For People Who Want More Life, Not Just More Money
I can serve as a sounding board or support focused projects like asset allocation and investment strategy. I also offer comprehensive financial planning that shows how to use both your money and your time in ways that align with your values and goals.
What we can do to help you?
One-time Hourly Meeting
Financial Plan
$2800-$4000 / Plan
(Typical $3600)
Where is my money going?
Budget (if needed)
Asset Allocation / Portfolio Review and Refinement
Tax strategy
Healthcare strategy
Legacy planning
Turning your resources into reliable income
Monthly Ongoing
$500 - $600 / month
(Typical $600)
Usually takes up to 6 months
Focused project work “Boot camp” to get your financial house in order
Portfolio optimization or simplification
Structured budgeting and spending strategy
Tax optimization and strategic withdrawals
$250 (one-time fee)
In a focused one-hour session, we’ll identify two to three high-impact steps you can take to improve your financial situation. You’ll leave with clear, personalized recommendations—not a generic checklist or a sales pitch.
Common questions we can address include:
Am I saving enough—and using the right retirement accounts?
Are my investments appropriate for my goals, timeline, and risk tolerance?
What is the best way to save for my child’s education?
Are there opportunities to reduce taxes or simplify my finances?
Can you explain my financial options in plain English and help me decide what to do next?
Why me?
This is what my clients say about me.*
Arik Peterson, CFP®
Very knowledgeable and excellent advice
I am extremely happy with the guidance Arik gave me. For months I had been researching on my own how to balance my retirement portfolio and whether to rollover one of my accounts, but I was just too overwhelmed by it all.
— Lynn B
Arik was great to work with! He is experienced,...
Arik was great to work with! He is experienced, easy to communicate with, and went above and beyond by covering all of our initial points while offering valuable suggestions. As a CPA, I came into the meeting with my own ideas, but I still found immense value in his insights. His email recap is an excellent tool that we are using to implement his recommendations. This consultation is an awesome way to collaborate with a seasoned professional at an incredible value!
Christine S.
Great experience
We had a fantastic experience with Arik, we’d work with him again, and we would wouldn’t hesitate to recommend him to others. He’s a knowledgeable & down to earth guy and it was great to get an outside & objective perspective. We had some specific questions that we wanted to address and he helped talk us through all of them, gave us ideas on questions/things we hadn’t even thought of, and in the end we walked away feeling more knowledgeable and more confident about our situation & decisions.
Anonymous
Arik is the perfect advisor for a DIY retiremen...
Arik is the perfect advisor for a DIY retirement planner like me. He states biases upfront, listens with an open mind and then takes you through the logic of each recommendation. He also had some creative ideas which I truly appreciate in age of AI that ives you competent advice but nothing really novel. He also uses the time well and he made my session a value filled hour - well worth the fee!
Anonymous from California
Disclosure
*Endorsement & Advisor Disclaimer
Nectarine makes no representation of what a prospective client's particular experience with any Advisor may be. Prospective clients of an Advisor are highly encouraged to review such Advisor's Form ADV Part 2B brochure supplement, the Form ADV Part 2A for such Advisor's employing investment advisory firm, and, if applicable, Form CRS relationship summary. Prospective clients retain the sole and absolute discretion to retain or not to retain any Advisor. The reviews and ratings by an Advisor's clients are solely for prospective clients' informational purposes only, and reflect the experience and opinion of such clients. Nectarine and/or the Advisor may have contacted its clients to leave a review and rating, or an Advisor's clients may have independently elected to post reviews and ratings of their own volition. Such experiences and opinions may differ from client to client, and may differ from a prospective client's experience. Prospective clients are encouraged to independently verify all information deemed relevant when evaluating an Advisor.
To maintain a listing on this Website and be an Independent Advisor to whom Nectarine may refer prospective clients, an Independent Advisor must pay a fee to Nectarine (the "Referral Fee"). The Referral Fee is a portion of the financial planning or other investment advisory fee payable to an Independent Advisor and collected by Nectarine through this Website. Nectarine is not a client of any Independent Advisor listed on this website. The Referral Fee paid by an Independent Advisor to Nectarine creates a financial incentive for Nectarine to refer prospective clients to such Independent Advisor, which creates a material conflict of interest.