Contact Us
Schedule Your Free Assessment
Tax Return Analysis
Investment Analysis
Insurance Analysis
A 3-step process to help you evaluate our services and make an informed decision about working together. Feel free to call us at (504) 229-2494 or book a Google Meet below!
Step 1: Mutual Fit Call
15 MINUTE PHONE CALL
We chat to determine your financial needs and to ensure your situation matches our expertise.
Step 2: Getting To Know You
60 MINUTE - IN PERSON OR VIRTUAL
To learn about you and your financial situation, share more about our firm, and answer your questions. We’ll dive deeper into your goals, values, and current financial picture.
Step 3: Personalized One Page Plan
60 MINUTE - IN PERSON OR VIRTUAL
You’ll receive a personalized one-page financial snapshot, outlining key opportunities to improve your retirement plan, lower taxes, and optimize your investments.
We’re Retirement & Tax Planning Specialists and Do Our Best Work With:
Aged 50+
Approaching retirement age
$1 Million+
Have investments worth over $1 million
Expert Guidance
Values expert advice
No Pressure. Ever.
At the end of our process, we’ll simply invite you to take your time and think it over. We’re here to build lasting relationships, not rush decisions. If it turns out we’re not the right fit, we’ll gladly point you to someone who is. No hard sell. No pressure. Just honest guidance.
Eric@EquilibriumFP.com
Rachael@EquilibriumFP.com
Phone
(504) 229-2494
EFP operates in New Orleans, LA, and we are happy to meet you within the comfort of your own home or local coffee shop.
We also meet with clients over Google Meets and will engage with you on that platform if you prefer or are located outside of Louisiana.
Please reach out if you have any questions or want to optimize your financial life!