Hi! I’m Nate Hoskin, CFP®, AWMA
I help H.E.N.R.Ys make financial freedom inevitable by managing their finances and doing their taxes for them.
If you’re making more than $100k and have less than $500k invested, you’re a High Earner, Not Rich Yet.
When I became a CERTIFIED FINANCIAL PLANNER™️ practitioner, I was the youngest person to ever receive the marks. Now I’m a nationally renowned advisor helping my clients thrive in the Silent Depression.
Work With Me
At Hoskin Capital, my team of financial planners, accountants, and educators clear out the bullsh*t between you and financial freedom.
| Services |
Foundation
$2,000
one-time planning fee
$89
per month
|
Core
$3,000
one-time planning fee
$149
per month
|
Holistic
$3,750
one-time planning fee
$199
per month
|
| You work with a dedicated CFP® professional | |||
| You dive into our Financial Literacy Library | |||
| You track all your finances in one place | |||
| You get early access to ALL of our content | |||
| We host live coaching sessions every month | |||
| We schedule an Annual Planning Meeting | |||
| We respond by email and direct message 24/7 | |||
| We hold you accountable to your budget | |||
| We put your savings plan on autopilot | |||
| We optimize your employee benefits at work | |||
| We diagnose and monitor your financial health | |||
| We get you out of debt as fast as possible | |||
| We give you unbiased insurance advice | |||
| You book unlimited video calls with us | |||
| We advise you through critical life events | |||
| We design your custom investment portfolio | |||
| We monitor and rebalance your investments | |||
| We tackle complex planning topics | |||
| We provide business & career guidance | |||
| We add a CPA to your dedicated team | |||
| We add a CPA to your dedicated team | |||
| You schedule an Annual Tax Planning Meeting | |||
| We prepare and file your personal taxes | |||
| Get Started Today | Take Control | Free Your Finances |
How It Works
We spend one month designing your custom financial plan, then we implement, monitor, and adjust the plan as life happens. We manage your investments, do your taxes, and provide cutting-edge financial management software to guide your daily finances.
We charge a $500 Deposit, collect the remaining One-Time Planning Fee when the plan is delivered, and then bill the Monthly Fee at the end of each month.
You don’t pay the subscription until the end of the initial planning period. No commitments, we earn your business every month or you cancel with no penalty.
I only recommend tools I use in my daily life or with my clients.
Money Resources
Use Monarch Money to track all your finances in one place.
I put my money where my mouth is and pay for Monarch on behalf of all of my clients.
Use Investipal to scientifically identify your investment risk tolerance.
I use Investipal to understand client risk profiles, use this tool to do the same!
Combine an AmEx Card with the AmEx HYSA to get 4.6% interest.
AmEx Platinum is my daily spender card. I also use the HYSA and 1% APY Checking Account.
Guide: The Mega Backdoor Roth
Maximize your retirement with the Mega-Backdoor Roth
I wrote this guide for a client to help them navigate it, now I’m giving it to you.
Guide: Buying vs Leasing a Car
Buying a car is not always the answer, but neither is leasing.
I made this spreadsheet when I was choosing a car, it helped me so much I had to share it.
Guide: Investing vs Paying Debt
When should you prioritize paying debt vs investing?
I get asked this question daily on social media, so I wrote out my complete answer.
If you’re helping people be better with their money, we’re on the same team. Here are the tools I use to run my business.
Tools For Advisors
FEATURED
Use code FOUNDER to explode your reach with short-form video.
Nick Meyer and I are the most followed CFP®s on social media, we teach you to build trust at scale.
Use code HOSKIN87327 to run your RIA.
XYPN has saved me so much money on compliance and startup costs and I still use them 3 years in because of the incredible community.
Use Kajabi to run your entire website funnel.
I used to pay for a newsletter service, website, webinar hosting, and funnel tracking, now I do it all through Kajabi.
Use Investipal to build portfolios and understand client risk.
I’ve tried so many risk questionnaires and research tools, none of them beat Investipal. Do yourself a favor.
Use SharpArchive to archive all of your social media activity.
I post at least a video a day (not to mention LinkedIn), so I use SharpArchive to keep myself compliant.
Get my Complete Tech Stack absolutely free.
I pride myself on being at the cutting edge of our industry, but I’m not gatekeeping. Here is my tech stack top to bottom.