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# Meridian Financial Advisor - Next Level Wealth Planning

Financial advisors serving the Treasure Valley and clients globally from our office in Meridian, Idaho

## Sitemaps

- [XML Sitemap](https://nlwealthplanning.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [How Much Money Do You Need to Retire in Idaho?](https://nlwealthplanning.com/how-much-money-do-you-need-to-retire-in-idaho/) - How much money do you need to retire in Idaho? Discover the factors that shape your retirement income and build a plan for your future.
- [Am I Ready to Retire? 6 Financial Checks to Review](https://nlwealthplanning.com/am-i-ready-to-retire-6-financial-checks-to-review/) - Am I ready to retire? Discover 6 financial tips to assess your retirement readiness, strengthen your savings, and retire with confidence.
- [Financial Peace of Mind](https://nlwealthplanning.com/financial-peace-of-mind/) - Learn how a personalized wealth plan can reduce financial stress, build confidence, and help you achieve lasting financial peace of mind.
- [Fiduciary vs. Commission-Based Financial Advice](https://nlwealthplanning.com/fiduciary-vs-commission-based-financial-advice/) - Understanding how your advisor is compensated (fiduciary vs. commissions) is one of the most important yet often overlooked factors in your financial journey.
- [How To Find An Advisor](https://nlwealthplanning.com/how-to-find-an-advisor/) - Most people don’t realize how hard it is to tell a good financial advisor from a bad one. That’s not because people aren’t smart.It’s because the industry does a great job of making simple things look complicated, and complicated things look impressive. For 11 years, I sat on the other side of the desk. I
- [Leaving a Legacy, Not a Headache: 5 Smart Estate Planning Moves](https://nlwealthplanning.com/leaving-a-legacy-not-a-headache-5-smart-estate-planning-moves/) - If you want your impact to be felt exactly as you intended, here are five essential things worth thinking about today.
- [New Year, New Financial Resolutions](https://nlwealthplanning.com/new-year-new-financial-resolutions/) - New Year, New Financial Resolutions: Setting Yourself Up for Success January marks the beginning of a new year, making it an ideal time to reflect, reset, and refocus on your financial goals. Whether you're looking to grow your savings, pay down debt, or invest more strategically, now is the time to set the tone for
- [7 Smart Financial Steps to Take Before the End of the Year](https://nlwealthplanning.com/7-smart-financial-steps-to-take-before-the-end-of-the-year/) - 7 Smart Financial Steps to Take Before the End of the Year As the year comes to a close, it’s the perfect time to review your finances and ensure you’re on track for long-term success. A little planning before December 31 can help you reduce taxes, strengthen your investment strategy, and start the new year
- [Is NOW the Right Time to Take Action?](https://nlwealthplanning.com/is-now-the-right-time-to-take-action/) - Is NOW the Right Time to Take Action? Market volatility brings out a range of emotions—uncertainty, fear, even paralysis. When those emotions take over, the default response for most people is to do nothing. That feels safe. It feels rational. But over time, it can actually be the costliest move you could make—especially emotionally. Psychologists
- [Five Ways to Stay Secure Online](https://nlwealthplanning.com/five-ways-to-stay-secure-online/) - Five Ways to Stay Secure Online One of our priorities is protecting your personal information, which is why we wanted to share advice that may help keep your finances secure. There are certain things we can do at least once a year to ensure that our financial lives stay on track, including filing your taxes
- [Recommended Reading](https://nlwealthplanning.com/recommended-reading/) - Recommended Reading: A Curated List From Our Advisors As financial advisors, the team at Next Level Wealth Planning is not only committed to helping you manage your wealth, but also to providing you with the tools and knowledge you need to make informed decisions about your financial future. One of the most effective ways to
- [Navigating Thunderstorms | Investment Advisor Perspective & Insight](https://nlwealthplanning.com/blog-thunderstorms/) - Meridian Idaho Investment Advisor Blog: Every single bear market decline in US history has been followed by a bull market, without exception.
- [Moments In Time](https://nlwealthplanning.com/moments-in-time/) - Greetings, Jake here. It’s that time of the year when we start to think about how fortunate we are to have the freedoms we enjoy and gratitude for our blessings. Not everything is perfect in the world, but we are fortunate for so many things. Recently I’ve been looking at family pictures, both from my
- [Next Level](https://nlwealthplanning.com/next-level/) - Greetings, Jake here. I strive to improve and get better. I often fall short of my goal, but I enjoy the challenge. It’s in the doing, not the sitting that I love. You’ll often find me listening to a podcast or reading a book. I search out ways to gain knowledge. The desire to get

## Pages

- [Fee-Only Financial Advisors in Boise, ID](https://nlwealthplanning.com/boise-financial-advisor/) - Fee-Only Financial Advisors in Boise, ID. Fiduciary wealth management for high-earners, tech professionals and families in the Treasure Valley.
- [Blog](https://nlwealthplanning.com/blog/) - Next Level Articles Retirement Planning How Much Money Do You Need to Retire in Idaho? Here’s How to Find Your Number If you’ve ever searched, “How much money do I need to retire in Idaho?” you’re not alone. It’s one of the most common questions people ask as retirement gets closer. The answer may surprise
- [Contact Us](https://nlwealthplanning.com/contact-us/) - CONTACT US NEXT LEVEL WEALTH PLANNING 1817 N Lakes Pl #150Meridian ID 83646 208.376.6949office@nlwealthplanning.comBusiness Hours:Monday-Thursday: 8:00 AM - 3:30 PMFriday: 8:00 AM - 2:00 PM
- [Chad Majors - Fee-Only Fiduciary Financial Advisor In Meridian](https://nlwealthplanning.com/our-wealth-planning-team/chad-majors/) - Chad Majors FINANCIAL ADVISOR Chad has been involved in the securities industry since 2001 and began his career with a prominent regional brokerage firm. In October of 2005, he joined Raymond James Financial Services firm; evolving and growing his practice into what it is today, Next Level Wealth Planning. As a managing member of Next
- [Retirement Plan Participant](https://nlwealthplanning.com/retirement-plan-participants/) - Retirement Plan Participant Resources 2026 Tax Guide 2026 tax rates, schedules, and contribution limits View 2025 Tax Guide 2025 tax rates, schedules, and contribution limits View Savings Waterfall Prioritizing your savings across various account types, emphasizing post-tax growth potential. View Join our Newsletter Stay up to date on our financial planning strategies and resources. By
- [CPA Partners](https://nlwealthplanning.com/cpa-resources/) - CPA Partner Resources 2026 Tax Guide 2026 tax rates, schedules, and contribution limits View 2025 Tax Guide 2025 tax rates, schedules, and contribution limits View Retirement Plans for Small Business Information from the IRS for SEP, SIMPLE, and Qualified Plans View Savings Waterfall Prioritizing your savings across various account types, emphasizing post-tax growth potential. View
- [Kaden McCarney](https://nlwealthplanning.com/our-wealth-planning-team/kaden-mccarney/) - Kaden McCarney Financial Advisor Kaden began his career in a tax advisory CPA firm, where he gained hands-on experience preparing client tax returns and understanding the complexities of personal and business taxation. Through this experience, he recognized that true financial success requires more than just filing taxes, it requires proactive, holistic planning. Motivated by his
- [Autumn Sharp](https://nlwealthplanning.com/our-wealth-planning-team/autumn-sharp/) - AUTUMN SHARP CLIENT SERVICE ASSOCIATE As a Client Service Associate at Next Level Wealth Planning, Autumn is passionate about building strong client relationships by providing red-carpet service, ensuring each client feels valued and cared for. With over 10 years of varied customer service experience, Autumn focuses on seamless communication and being proactive, anticipating client needs
- [Karen Eamon](https://nlwealthplanning.com/our-wealth-planning-team/karen-eamon/) - KAREN EAMON CHIEF COMPLIANCE OFFICER As Chief Compliance Officer at Next Level Wealth Planning, Karen provides expertise and a steadfast commitment to ensuring regulatory compliance and ethical standards within the financial services industry. With her financial career spanning two decades, Karen has cemented her reputation as a trusted authority in compliance management. One of Karen’s
- [Your Expert Guides for Retirement Planning & Investment Management](https://nlwealthplanning.com/who-we-are/) - As an independent, fee-only wealth planning firm, we serve purely as your fiduciary with your best interests at heart.
- [Peak Portfolio Investment Management](https://nlwealthplanning.com/investment-management/) - Guiding your investments to new heights with an elevated investment approach from fee-only fiduciary advisors in Meridian.
- [Your Adventure Awaits: Our Wealth Planning Services](https://nlwealthplanning.com/wealth-planning-services/) - We guide our wealth planning clients towards their financial summits. Together, we'll conquer the peaks of retirement income planning and investment management.
- [Privacy Policy](https://nlwealthplanning.com/privacy-policy/) - Privacy Policy
- [Mike Aboussie, Certified Financial Planner®, CIMA®](https://nlwealthplanning.com/our-wealth-planning-team/mike-aboussie/) - Mike is a Certified Financial Planner™ and Certified Investment Management Analyst® with over 15 years of diverse industry experience.
- [Jake McCarney, Certified Financial Planner®](https://nlwealthplanning.com/our-wealth-planning-team/jake-mccarney-cfp/) - Jake is a Fiduciary and Certified Financial Planner™ professional and founding member of Next Level Wealth Planning.
- [Resources](https://nlwealthplanning.com/resources/) - Client Resources 2025 Tax Guide 2025 tax rates, schedules, and contribution limits View 2024 Tax Guide 2024 tax rates, schedules, and contribution limits View Savings Waterfall Prioritizing your savings across various account types, emphasizing post-tax growth potential. View What Issues Should I Consider When Creating My Estate Plan? When it comes to your assets, leaving
- [Creating an Estate Plan- Download Our Guide](https://nlwealthplanning.com/creating-an-estate-plan-download-our-guide/)
- [Expert Retirement Planning Services for a Secure Future](https://nlwealthplanning.com/retirement-planning/) - Navigate your ascent to retirement with our retirement planning services.
- [Disclosure](https://nlwealthplanning.com/disclosure/) - WARRANTIES & DISCLAIMERS There are no warranties implied. Next Level Wealth Planning is a registered investment adviser located in Meridian, ID. Next Level Wealth Planning may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Next Level Wealth Planning’s web site is limited
- [Schwab Alliance](https://nlwealthplanning.com/schwab-alliance/) - IMPORTANT NOTICEYou are now leaving the Next Level Wealth Planning website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.Schwab is a registered broker-dealer, and is not affiliated with Next Level Wealth Planning or any advisor(s) whose name(s) appear(s) on this website. Next Level Wealth Planning is/are independently owned and operated. Regardless
- [Wealth Management](https://nlwealthplanning.com/our-value/) - WHAT IS WEALTH MANAGEMENT? Our role is to assist clients in crafting, executing, and overseeing their individualized financial strategies. Wealth management goes beyond mere investment management; it encompasses investment management, wealth preservation, wealth transfer, and charitable planning, all seamlessly integrated and tailored to your specific needs. Next Level Wealth Planning is a team of seasoned

## Categories

- [Lifestyle & Personal](https://nlwealthplanning.com/category/lifestyle-personal/)
- [Perspective & Insight with Jake](https://nlwealthplanning.com/category/perspective-insight-with-jake/)
- [Investments](https://nlwealthplanning.com/category/investments/)
- [Retirement Planning](https://nlwealthplanning.com/category/retirement-planning/)
- [Tax Strategies](https://nlwealthplanning.com/category/tax-strategies/)
- [Estate Planning](https://nlwealthplanning.com/category/estate-planning/)
- [Cash Management](https://nlwealthplanning.com/category/cash-management/)
- [Financial Planning](https://nlwealthplanning.com/category/financial-planning/)

## Tags

- [Recommended REading](https://nlwealthplanning.com/tag/recommended-reading/)
- [Fiduciary](https://nlwealthplanning.com/tag/fiduciary/)