Align Your Goals, Dreams, and Purpose
Align Your Cashflow, Retirement, and Financial Plan
Dream it
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Build it
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Grow it
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Dream it • Build it • Grow it •
Discover
Financial planning starts with a DISCOVERY meeting to understand your needs and assess your financial situation.
Develop
We analyze your financial information to develop a comprehensive plan that includes strategies for savings, investments, insurance, and tax planning, which is then discussed and adjusted to align with your goals and comfort level.
Implement
your personally tailored financial strategy is implemented to reach your goals for your future.
Manage
Ongoing management and regular reviews of the plan to monitor its performance and make necessary adjustments based on changes in your financial circumstances or goals.
Advisor
Get expert guidance on finances - retirement planning, investments, and insurance. Schedule a consultation with me today to create a comprehensive plan to achieve your financial goals and secure your future. Take control of your finances - book now.
Business
If your business is at a standstill and you're unsure how to move forward, as a business consultant endorsed by AlphaSights, I can provide the expertise and guidance you need to overcome your business challenges and achieve your goals. Contact me to discuss your business needs and learn how I can help drive your business forward.
Retirement
Achieve your retirement goals! Schedule a coaching session with me today for a FREE personalized retirement plan. Let's work together to overcome challenges, leverage strengths, and create a plan for success. Contact me now!
MY Process
My process is simple: I start with a DISCOVERY meeting to understand your needs and assess your financial situation, followed by DEVELOPING a tailored financial plan. This plan is then IMPLEMENTED, encompassing strategies for savings, investments, and other financial goals. Finally, the plan is regularly reviewed and adjusted to ensure ongoing ALIGNMENT with the client's changing financial circumstances and objectives.
Eric K. Hall
Financial Advisor, Income Retirement Specialist, Life Coach, Author, Entrepreneur, and Public Speaker.
As a financial advisor, mentor, and consultant, I prioritize effective communication to achieve lasting changes in my clients' financial situations. Talking through financial plans and assessing clients' needs is essential to creating a successful strategy. Although no tactic is perfect, I have found that this approach consistently yields positive results. When obstacles arise, I help clients adopt a growth mindset that sees challenges as opportunities for progress. Through my own experiences and lessons learned, I empower clients to take control of their financial futures and create the life they desire.
What Our Clients are SAYING
