Exceptional.!! Shane and his team demonstrate an exceptional level of expertise in the realm of financial literacy. I strongly recommend their services!

Great experience, saved me lots of money I had a great experience with Nectarine, first we talked about my life and goals and then I was able to screen share my accounts to show my financial situation. The advisor gave me advice on how to optimize and answered all my questions. I had just left a job and he talked to me about the pros and cons of rolling over my traditional and Roth 401k and HSA, giving me the confidence to do it myself. He didn't try to push any additional products or services on me and was very friendly. The advice will probably save me thousands of dollars over the next few years.

Great initiative by an exceptional team My wife and I had a great experience working with Shane from Nectarine. He was professional, friendly, and knowledgeable. We are somewhat literate about financial planning but had specific questions on first-time home buying. He took the time to understand our financial goals, provided us with different options, and encouraged us to consider different frameworks, given that in the world of home buying, there is often no right/rational answer. He didn't try to push any products or services on us. He followed up with some relevant articles after the call based on topics we discussed and also answered some of my follow-up questions by email. We especially appreciated the way that Shane met us at our level of understanding and took the time to go over some of the more complex concepts with us (e.g., backdoor Roth IRA), and made sure that we understood the pros and cons of each option before making a decision. I highly recommend Shane to anyone looking for a financial advisor. He is knowledgeable, helpful, and honest. I am confident that he could help you reach your financial goals.