We’re Like Personal Trainers for Your Money

Getting Your Money In Shape

The way in which we work with clients here at Financial Haus is a lot like the relationship you might have with a personal trainer.

When you hire a trainer, you are motivated to make a change in your life – but you maybe could use some guidance. And the first thing your trainer will do is discuss your goals. Do you want to lose weight, gain muscle, train for a marathon….

We do the same thing with you at Financial Haus. We take people who are motivated to make a financial change in their life and find out things such as: what are your financial goals, what are you currently doing with your money, are you saving, do you have debt….

The Financial Haus Coaches

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Andrew Baker
Founder, Senior Financial Advisor
Meet Andrew
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Erica Cordova
CFP®, MBA, Senior Financial Advisor
Meet Erica
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Kenza McKerrihan
Associate Financial Advisor
Meet Kenza
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Edgar Mora
Associate Financial Advisor
Meet Edgar

Working with Your Coach

After your initial consultation, we start what we call your Financial Fitness Boot Camp where we teach you about money and how it can work for you. Next, your Financial Haus advisor will put a plan together to help you reach your financial goals. Then, just like a good trainer, they will check-in with you on your progress and keep you accountable and motivated as you progress.

If anything changes in your life: a promotion, an inheritance, a separation, a major purchase…. your Financial Haus advisor will want to hear about it so they can address the change and forecast how it will impact the plan you are following to see if any adjustments need to be made.

Hitting your goals

When you work with Financial Haus, you don’t have to come in with a million dollars worth of assets like you might at some other firms. Your advisor wants to help you get to that point. And so we make it very easy to work with us and become a client with the option to pay at once, or in simple monthly or quarterly payments if you choose. Just like a gym membership, your results will come over time and we want you to stay consistent.
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About Us

At Financial Haus, we believe that meaningful financial guidance should be accessible to everyone—not just a select few.

Founded with a mission to redefine the way financial services are delivered, Financial Haus is a network of dedicated financial advisors, planners, investment managers, and insurance experts. Together, we are passionate about empowering individuals and families to take control of their financial futures at every stage of life.

Our story began with Andrew Baker and Erica Cordova, CFP®, two professionals who saw a need for change in the financial industry. Andrew started his career in 2013 at a traditional investment firm, where financial advice was reserved for those nearing retirement. While this experience gave him valuable insight, he saw how many clients were unprepared, having started planning too late. It sparked a critical question: What about everyone else?

Erica, a seasoned Certified Financial Planner™ professional, had witnessed similar challenges throughout her career. As a woman in the financial industry, she was especially attuned to how these realities affected women—many of whom were left behind by traditional planning models. Whether due to wage gaps, career interruptions, or simply being underserved by the industry, Erica saw firsthand how women and their families were disproportionately impacted by a lack of accessible guidance.

Driven by a shared vision, Andrew founded Financial Haus. With Erica’s support he was able to grow to address these gaps.

Their goal was simple but powerful: to create a firm that prioritizes inclusivity, education, and long-term partnership, empowering people to build secure financial futures—no matter their starting point.

What Sets Us Apart

At Financial Haus, we work with people from all walks of life. There are no income requirements or investment minimums. Instead, our approach is grounded in personalized, relationship-driven coaching designed to evolve with your needs and complexities.

As part of our broader mission, we proudly partner with Sovran, our Registered Investment Advisor (RIA), and leverage the resources of Cetera, a trusted brokerage firm. These partnerships enable us to provide comprehensive, innovative solutions tailored to your unique circumstances.

Our Values

Financial Haus is built on these core principles:

  • Inclusivity: Financial guidance for everyone, regardless of income or assets.
  • Empowerment: Equipping individuals, especially women and underserved communities, with the knowledge to make confident financial decisions.
  • Partnership: A collaborative approach to financial planning that grows with you.
  • Long-Term Focus: Helping you plan today for a secure and fulfilling future.

Why choose Us

We know that meaningful change begins with a single step. Whether you're just starting out, managing the complexities of a growing career or family, or preparing for retirement, Financial Haus is here to help you build a foundation for success.

Together, we can create a financial future you can be proud of.