Falcon Wealth Planning

"I found Falcon Wealth through Zoe. I was paired with Nicky Amore and she took the time to truly hear what my financial goals were, interests I had for my future, and how I wanted to spend my money. She asked detailed questions not just about my accounts but also about my life so she could make better suggestions for my investments. I could tell Nicky truly cares about those she works with and wants to see them financially succeed. I would recommend meeting with Nicky and letting her show you how she can help you on your financial management path. Her approach is thoughtful, strategic, and intelligent. On top of that, she also explains the complicated world of finance in a way your average Jane and Joe can understand."

"I spoke with Nicky and she was great, she made sure to thoroughly explain all of my options that I could start today, and she also made sure to explain how I can set myself up for success in the future as well."

"Nicky Amore proved to be an knowledgeable consultant, demonstrating a personal touch and approachability with assisting in my financial journey. Her communication was notably clear as she make plain the purpose of Falcon Wealth Planning and elaborated on how she could address my inquiries regarding retirement planning. Offering a honest assessment of my financial goals, Nicky guided me through a comprehensive understanding of the next financial steps I should take."

"I have just started working with Nicky Amore and Falcon Wealth Planning to formulate a comprehensive financial plan for the future. Nicky is very knowledgeable in all aspects of what we want to accomplish and even more, she is very considerate of my cares and concerns moving forward with our plans. I look forward to a long term relationship with Falcon and Nicky. I highly recommend Nicky to anyone who is interested in financial planning ."

"We had a great experience working with Nicky Amore to learn about our financial situation and what we could do to strengthen it after receiving an unexpected inheritance. Nicky is an excellent teacher, and was able to make sense of our many documents, see where our previous setup was working and where it wasn't, and explained clearly how it could be changed to benefit us as we move toward retirement. Nicky is a fiduciary, meaning she is required to act in our best interests, and therefore is paid by fee (rather than by commission.) We had two comprehensive free meetings with her, with no requirement to continue with her company, and a written analysis for us to keep. There are different options to continue with the company, and she was very clear about explaining all of them--to take what we've learned already and move on (free), to do a short course of five more meetings where she can teach us how to manage our money (more affordable), or to have her company manage it (more expensive, but associated with bigger gains over time). I learned that sometimes it makes sense to have an expert take care of the things that matter, and I feel like it's a good investment to turn our finances over to Falcon under Nicky's supervision. I am recommending her services to my friends!"