ERIC C.

About me:

I am originally from Nashville, TN and love getting to help people. I get genuine satisfaction in being able to help my clients not just save money, but to change their lives in many cases. Having an impact on my clients’ lives helps enrich my own and helping others is one of the most fulfilling parts of my career. I enjoy being able to help people from all walks of life. I believe in helping my clients through building a long lasting relationship that can not only help them financially, but enrich their lives overall. My goal is to help my clients, no matter their situation, I believe that once I am able to work with my clients and build a relationship with them, that I can help them financially and on a personal level. It is my goal to better the overall financial health of my clients and, in turn, improve their overall wellbeing.

What to Expect

Personal Financial Coaching is personal to you and your unique situation, but there are certain steps I follow with each client to make sure you are getting the financial help you need:

Step 1: Understanding Your Situation

Together, we will walk through a series of questions and conversations designed to give me a clear view of your current financial position, including your strengths and weaknesses in managing money. Only by understanding your current situation can I build a plan suited to fit your needs.

Step 2: Set Your Goals

The only way to track improvement in your financial literacy and situation is to set clear goals and establish a plan on how to reach them. Your goal could be anything from saving for retirement, sending a child to college, or even just being able to afford a vacation. My job is to help you get there.

Step 3: Support at Every Step

As we work towards your goals together, I’ll give you the tools and resources you need to reach them. One of the most important resources in changing your financial habits is support and guidance. I will be here for you every step of the way to answer questions and cheer you on.