Everybody Needs A Money Coach!
Everybody needs a Money Coach, regardless if they are “champions” who have won, or a rookie just trying to master the fundamentals. Doug Nelson is a CERTIFIED FINANCIAL PLANNER® professional with years of experience in the financial services industry. With his knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, he looks forward to helping you cross that finish line.
Guidance through turbulence®!
Navigating by yourself can be lonely and scary. As an experienced CFP® professional, I will be beside you to guide and lead you to your destination. “If I know where you are, I will guide you to where you want to go."
Learn how swimming from Alcatraz impacted how I do financial planning!
"My philosophy is shaped by the lessons learned as a teacher and coach. But mostly my financial planning expertise has been acquired while working with clients, guiding them through their financial transitions."
Doug Nelson, CFP®
