A conversation. That is where a family’s strongest financial plan begins.
For over 30 years, Nick has been having conversations with families about their financial concerns. Through this active dialogue and ongoing education, families can choose the strategies that can best help them achieve their financial goals. In addition to providing education, Nick helps families organize their financial lives with a financial model. Once complete, he and the family examine financial decisions that have been made and their impacts. Because of this process, families often discover they are unknowingly spending an extra1%-5% of their income that they can now redirect more efficiently into their financial plans.
With his weekly radio show, Nick shares with listeners how money really works and helps them understand that math and money do not work the same way. He wants families to know that no matter where they are along the financial timeline, they can still create a financial life that eliminates failure. This creates peace of mind for many families.
When Nick is not hosting his radio show or meeting with families, he is blessed to spend time on his ranch in Western New Mexico with his fiancé and their dogs, Abby and Daisy. Nick also plays tennis and takes photographs of New Mexico’s beautiful landscapes. An avid traveler and fan of road trips, Nick can often be found exploring the many backroads of America.
Nick currently works with families across the United States through his business, Wisdom Financial Partners. He is a graduate of Saint Mary’s College.
