—1 on 1 monthly coaching sessions with on-demand support.

—Clarity on where you are today, where you want to be, and the best ways to get you there.

—Learn how to balance enjoying life today while making intentional financial decisions that create the freedom you want tomorrow.

—See money as a tool rather than a source of stress, so you can make decisions with greater confidence and build a life you love.

—Escape the 9-5 grind so you have the freedom to choose how you spend your time, energy, and money in alignment with your values.

—Define what financial independence looks like for you, whether that is being able to switch jobs, take a few months off to redesign your life, travel the world for a year, or retire early and never have to work again for money.

—Financial education that you never learned from school or your family, keeping it simple enough to understand and support your goals.

—Intentional plan for your money rather than wondering where it goes every month or being confused about where it should go.

What You Can Expect

Let’s Work Together

If you're interested in taking the next step towards financial freedom, schedule a complimentary call today.

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What  Clients  Are Saying

  • “I went from effectively broke to having a net worth of over $1M, owning a house, and a detailed plan to retiring early."

    "Erik started mentoring me in personal finance when I was about 22, and at that time I was fresh out of college with essentially no money, no credit cards, and no investments. Erik taught me for about 5 years, and over that time period I went from effectively broke to having a net worth of over $1M, owning a house, and a detailed plan to retiring early. I owe the redirect in my life to Erik and the knowledge, positivity, and discipline he showed me. I would recommend everyone listen to what Erik has to say."

    —Jesse

  • “My investments have now reached over $130k and I feel empowered with my financial decision making. "

    “I’m so appreciative of the guidance, support and mindset Erik has given me! After I graduated from nursing school, I was about $115K in debt from school tuition and cost of living expenses with no savings, investments or retirement. It was so overwhelming and I didn’t even know where to begin in terms of tackling my loans and setting up a savings. Now, about 4 years later, my debt is down to $58K and I have a clear path ahead to being debt free in the next few years. My investments have now reached over $130k and I feel empowered with my financial decision making. I feel good knowing that I’m making moves now to support the life I want and dream of all with the help of Erik!”

    —Shannon

  • “Working with Erik has changed my life."

    “Working with Erik has changed my life. By starting with my stories and ideas about money and how it impacts my perspectives, ideas, and decisions, he helped me build a new, solid foundation for how I do everything from paying my bills to considering significant purchases and investments. He helped me build my knowledge and understanding of the mechanisms and tools associated with effective money management, as well as helping me think differently about how my finances influence my mental health and vice versa. After working with Erik for the year, I feel more capable and qualified than I ever have in my financial life. Not only has Erik been an excellent financial coach, but he's supported and encouraged me through making difficult life decisions, helping me think about money as just one piece of the decision, providing an objective opinion as I weighed my options, and taking extra time out of his own schedule to talk with my as the situation changed. I've benefited so much from working with Erik, and I look forward to continuing to grow and enjoy the journey!"

    —Lucie

  • “He knows exactly how to turn everyday spending into incredible experiences, and I couldn’t have done it without his guidance.”

    “Working with Erik has completely transformed the way I travel. His expertise in maximizing credit card points and travel rewards has helped me save thousands of dollars on unforgettable trips to Japan, Norway, and Hawaii. He knows exactly how to turn everyday spending into incredible experiences, and I couldn’t have done it without his guidance.”

    —Nick

  • “One of the best investments I've ever made in myself."

    “Working with Erik has truly changed my life and given me so much confidence about my future. Before I started working with him, I felt overwhelmed and intimidated by the idea of investing. The support and resources he provided made learning how to invest feel approachable and empowering. It’s honestly one of the best investments I’ve ever made in myself. What once felt stressful has now become something I genuinely enjoy and see as a powerful tool for my future. Erik is patient, incredibly knowledgeable, and someone I immediately felt I could trust with my financial journey. He takes the time to explain things clearly and makes sure you feel confident every step of the way. If you’re even thinking about investing, don’t hesitate, book a consultation with Erik. It’s one of the best decisions you can make for your future, and you’ll walk away with clarity, confidence, and a real plan.”

    —Allen

  • “Now I can sleep well at night knowing that I have a plan."

    “Working with Erik has been such an enlightening and empowering experience. He has helped me understand my current financial situation, establish clear goals, and map out my financial future. I no longer feel that I am a passive participant on my financial journey. I used to worry about having enough money in retirement, afraid of market variability, and what I could safely spend. Now I can sleep well at night knowing that I have a plan, that Erik is guiding me, and that he is committed to seeing my goals are achieved. If you want to reach financial independence with confidence, Erik is going to make sure it happens for you.”

    —Lesley

  • “I can say with complete confidence that Erik helped change my life.

    The budgeting and goal-setting skills I learned from him all set me up for success for years to come. With his help, I was able to have the courage to leave my job and write, direct, and produce a premiered play! What I love is that there is no judgement when you work with Erik. He genuinely wants to help you succeed.

    —Rebecca