Absolutely. We are a fee-only fiduciary interested in helping individuals achieve their financial goals. While we have the most experience in the HNW arena, we enjoy working with all clients who are a good fit for our firm, and we believe all clients can benefit from our expertise.

Since January 2013 Eric worked advising high net worth clients and alongside professionals in the space. At Equilibrium Financial Planning, we are acutely aware of the challenges this subset of the population faces, particularly as it relates to the management of financial assets. We believe that our comprehensive and personalized approach differs meaningfully from what we have seen and what you will find at large institutions in a way that will be obvious from the outset.

Definitionally, HNW is considered individuals with more than 1 million dollars in liquid assets, however, if you feel in over your head with regard to the complexity of your financial life, we think we can add value and clarity regardless of your net worth.

No! In fact, we meet with all of our clients remotely via Google Meets unless the client prefers in-person. We are happy to connect at your preferred venue, including your home or office space in the New Orleans metropolitan area.

CFP® or CERTIFIED FINANCIAL PLANNER™ is a designation educating its holders in many areas of financial planning, including general principles (ethics, behavioral finance, education planning), investments, income tax, retirement, estate, and insurance. Individuals holding the CFP® designation have promised to act as a fiduciary at all times when providing financial advice or financial planning. This is to say that CFP® practitioners are required to place your interests above their own.

While everyone can benefit from a professional review of their entire financial life, some will desire the stability and continuity of an ongoing planning relationship. If you're comfortable handling all of your financial affairs, you may only want a snapshot analysis to ensure you're on the right track.