Nate Goodman, CFP® Family Investment Center

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About Nate Goodman, CFP®

An experienced fee-only financial planner, I work with a strong team helping many families across the United States fulfill their dream of reaching financial independence. Our focus on middle and upper-middle class clients allows us to provide holistic, fiduciary advice and investment management on a fee-only basis.

I enjoy providing advice through proven systems and processes to make money work efficiently and effectively for clients to be able to achieve their goals. Being the trusted resource for clients gives them confidence knowing they have a reliable and professional resource that they can access at any time which relieves the stress and burden that comes with making important financial decisions in their lives.

I’ve been working professionally in personal financial planning for a decade now providing advice to hundreds of client families. After obtaining my undergraduate degree in business administration from Kansas State University I attained the FINRA series 7 and 66 security registrations, as well as the KS & MO Life, Accident, and Health Insurance Agent Licenses. I became a CERTIFIED FINANCIAL PLANNER™ in 2014 and have also been a registered tax return preparer since 2012. I feel that having a well-rounded background in personal finance and asset management allows me the ability to provide holistic fee-only financial planning advice to my clients.

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Ideal Clients

  • Gen X
  • Holistic Financial Planning
  • Investment Planning & Management
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options:

  • Monthly: $50+/mo
  • Quarterly: $150+/qtr
  • AUM: 0.75%

SEC Records:

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