Your Retirement. Your Goals. A Clear Financial Plan.
Retirement should be about enjoying the life you've worked hard to build—not worrying about whether your money will last or how to make the most of your savings.
At Equilibrium Financial Planning, we help individuals and couples in Greater New Orleans navigate retirement, tax planning, and investments with greater clarity and confidence. As a fee-only fiduciary, we're here to simplify the complex, put your interests first, and create a financial plan built around what matters most to you.
Financial Planning for Your Life in New Orleans
Whether you're approaching retirement, already retired, or wondering if you're financially ready to take the next step, having a thoughtful plan can make all the difference.
Your financial life is about more than investments. It's about having the freedom to enjoy your time, support the people you love, and feel confident in the decisions you make today. Let’s look at how the pieces of your financial life work together to help you build a more secure future.
Retirement Planning
Understand your retirement readiness, plan for future expenses, and develop a strategy for turning your savings into sustainable income.
Tax
Planning
Explore opportunities to improve tax efficiency through Roth conversions, withdrawal strategies, and other retirement tax-planning decisions.
Investment Planning
Build a personalized investment strategy that aligns with your goals, timeline, and comfort with risk.
Social Security & Retirement Income
Make informed decisions about when to claim Social Security, how much to spend, and how to draw from your retirement accounts.
Advice Built Around Your Best Interests
Choosing a financial advisor is about finding someone you trust with your financial future. At Equilibrium, we believe that relationship should be personal, transparent, and focused on your goals.
✓ Fee-Only Advice
We're compensated through client fees rather than commissions from selling financial products.
✓ Fiduciary Commitment
We put your interests first when providing financial advice.
✓ Personalized Guidance
Your strategy reflects your unique goals, concerns, and financial circumstances.
Meet Your Financial Planning Team
Eric Johns,
CFP®, MBA, EA, TPCP®
Rachael Johns, J.D.
Equilibrium Financial Planning was founded by Eric and Rachael Johns to help individuals and couples make confident financial decisions, particularly as they approach and enter retirement.
Eric Johns, CFP®, MBA, EA, TPCP®, brings financial planning and tax expertise. Rachael Johns, J.D., brings a thoughtful, big-picture perspective to helping clients plan for the future.
Based in New Orleans, we offer both in-person and virtual meetings to make financial planning more personal and accessible.
A 2-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!
Schedule Your Free Assessment
Step 1: Getting To Know You
Start a conversation. Tell us about your goals, concerns, and financial questions.
Step 2: Personalized One Page Plan
Get a personalized snapshot. Receive a one-page financial plan highlighting potential opportunities around retirement, taxes, and investments.
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.
Frequently Asked Questions
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A fee-only advisor is compensated by clients rather than commissions from selling financial products. Services may include retirement planning, investment management, and tax strategy.
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Yes. An advisor can help evaluate Roth conversions, withdrawal strategies, and other decisions that may affect your tax burden in retirement.
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Yes. We're based in Greater New Orleans and offer in-person meetings for local clients, as well as virtual meetings.
Feel More Confident About Your Financial Future
You've worked hard to build your financial future. Let's create a plan to help you make the most of it.
Equilibrium Financial Planning, LLC
New Orleans, Louisiana | (504) 229-2494
Equilibrium Financial Planning, LLC is a Registered Investment Advisor in the State of Louisiana. Please review the firm's disclosures for information about its services, fees, and advisory relationship.