Eric is specifically passionate about coaching people whose lives have become too busy or complex to focus on the integral details of financial planning. This includes business owners, pre-retirees, mid-career singles, and families. Or, like many of Eric’s clients, those who just didn’t have a solid relationship with their financial advisor and are looking for a fresh perspective. Most importantly, Eric strives to make all of his clients feel comfortable, in an all-to-often uncomfortable process, by building relationships and working with them over time to make increasingly better financial decisions.
