About Us
Our Story
You’re not just looking for someone to “manage your money.” You want someone who will listen, simplify the complex, and walk beside you through retirement’s twists and turns. At Equilibrium Financial Planning, we believe in building real relationships. That means no jargon, no judgement, and no one-size-fits-all advice. Just thoughtful, honest planning from a team that truly cares. We’re based in the greater New Orleans area, and we work virtually with clients across the U.S. If you value clarity, connection, and long-term support, you’re in the right place.
We are a husband-and-wife team with complementary skills: Eric brings deep financial expertise as a Certified Financial Planner™ and tax knowledge as an Enrolled Agent, while Rachael, who holds a J.D., brings warmth, big-picture thinking, and a focus on what really matters to you. Together, we make financial planning feel human.
Meet The Team
Eric Johns, CFP®, EA, MBA
Eric was born and raised in Metairie, LA. After graduating Jesuit High School in 2004, Eric obtained an undergraduate degree in Economics from Louisiana State University in 2008 and a Masters of Business Administration with a concentration in Finance from LSU in 2010. Beginning in 2013, Eric began work with an asset management firm learning best practices in the industry while helping high net worth individuals minimize tax consequences for their heirs. Eric is a member of NAPFA, XYPN, and Fee Only Network.
I used to play rugby for Jesuit High School and then while at LSU from 2005-2010. I now enjoy coaching youth sports for my twins, Adam and Zoey. I relish playing video games, particularly those made by Blizzard, with our oldest, Connor, and my ideal Saturday night is a sushi dinner and gaming session. I have collected and played Magic the Gathering intermittently since being introduced to the game by my dad in 1995, and the flavor text on the card Equilibrium (7th Edition) served as inspiration for our firm's name. Rachael and I value family time immensely and choose to spend our free time together or in small groups of close friends
Rachael Johns, J.D.
Rachael was born and raised in Metairie, LA. After graduating from Louise S. McGehee in 2003, Rachael obtained an undergraduate degree in Psychology with minors in English and Music from Vassar College in 2007. Missing home post-Katrina, Rachael returned to Louisiana and graduated from the Paul M. Hebert Law School at LSU in 2010 with a Juris Doctor (J.D.) and a Diploma in Civil Law (DCL). Upon graduation, Rachael joined a tax advisory and business valuation firm, serving as legal consultant, data manager, and client liaison.
In 2016, Rachael got certified to teach mathematics and joined the educational arena, eventually moving into the role of academic coach, utilizing effective communication, data-driven analyses, and constant progress monitoring to ensure individual growth and goal attainment for students and teachers.
Equilibrium Mascots (and our “why”)
Connor, born in 2013, is the brains of the operation—constantly inquiring about the value of a dollar and ensuring equity for all. When not discussing finances, he can be found playing Minecraft, or watching a show about science.
Zoey, born in 2015, is the heart of the operation, giddy that her parents are “finally” working together (despite being partners since 2000)! When not writing inspirational notes, she can be found singing, dancing (with dad), or gliding around on her hoverboard.
Adam, born in 2015 (and Zoey’s twin), is the soul of the operation, looking to keep us grounded and humble by reminding us of all the details he deems important (such as no onions in his omelet and the Minneapolis Miracle). When not reminding us of our to-do list, he can be found watching sports, reading about sports, or playing sports (and hugging mom).
These three are why we continue to analyze and evaluate the health of our own financial situation, both now and in the future.
What is your why?
Why Choose Us?
Most of our clients come to us with one goal: “We just want to make sure we are doing the right things with what we’ve built”.
We provide:
Confidence that your money will last as long as you do
Freedom to enjoy your time without worrying about the markets, taxes, or paperwork
Support from a trusted advisor who explains things clearly and sees the whole picture
Clarity about how much you can spend, when to take Social Security, how to minimize lifetime taxes, and how to handle required distributions
We are not a big-box firm with one-size-fits-all advice. We are a boutique practice that takes time to understand your life, your values, and what success looks like for you. We are proud to bring a warm approach to financial planning, where you always understand what we are doing and why.
Take the First Step Toward Financial Confidence
We’re here to answer your questions and start crafting your personalized plan.