I'm Like A Personal Trainer For Your Money.
(but no burpies. I promise.)
Hi, I'm Erica, a Certified Financial Planner® and holder of a Master’s degree in Tax and Financial Planning. At Financial Haus, I meet individuals who want to break through financial barriers and achieve their goals. With my expertise and dedication, I make complex financial concepts accessible and actionable.
As a CFP® professional, I have met rigorous education, examination, and experience standards set by the CFP Board. This certification ensures that I uphold a high ethical standard and prioritize your best interests. You can trust that you are working with a highly qualified professional who is committed to guiding you toward financial success.
As a financial coach, I am here not just to advise you but to educate you, preparing you to advance to the next level in your financial journey. I bring the unique advantage of my extensive education and experience, ensuring you get the guidance you need.
Financial Haus is anything but ordinary. Our relaxed, welcoming environment encourages open dialogue. While I may not wear a suit, I am equipped with extensive experience and a passionate team of professionals, ready to craft a personalized plan for your financial success.
Erica's Coaching Options
Starting At
$200/month
one year contract $2,400
- Debt Management
- Insurance Review & Recommendations
- Customized Savings Plan Annual Action Plan
- Investment and Portfolio Reviews
- Retirement Income Planning and Strategy Design
- Major Life Event Planning
- Income Protection Planning
- Semi-Annual Action Plan
Starting At
$300/month
one year contract $3,600
- Everything from the previous level plus:
- Customized Accumulation Strategies
- Coordination with CPA & Attorney
- Cash Flow Strategies
- Retirement Planning
- Legacy Planning
- Special Project Planning
- Quarterly Progress Reports
Starting At
$400/month
one year contract $4,800
- Everything from the previous levels plus:
- Customized Accumulation Strategies
- Coordination with CPA & Attorney
- Cash Flow Strategies
- Retirement Planning
- Legacy Planning
- Special Project Planning
- Quarterly Progress Reports