Financial Consulting

Erik will set you on the right path to financial independence (Photo: Monachil, Spain).

Retirement Planning Made Easy

To be clear, a consultation with me is not just for people pursuing early retirement.  This is for all ages.  It’s never too early or too late to set yourself on the right financial path.

During my own early retirement (ER) planning I learned a lot, and I discovered that I have a passion for helping people set and reach their financial goals.  If you choose to pursue a consultation with me, together we will come up with a financial plan that works for you.  

Benefits of a Consultation 

Our consultation can be about anything you want that is related to your personal finances!  Below are some of the areas that I have successfully been able to help others create and implement:

Achievable financial / investment goals.

Realistic budget.

Plan to reduce debt.

Make sure that you understand and are confident in your financial plan.

Make sure that you understand how to preserve and continue to grow your wealth.

Referrals from Clients

“If you’re looking for someone who can provide tips on how to save money, this is your guy.  Here’s the best part - you can reject a suggestion, and he will then provide two other options.  Then you’ll think “now I can do that!” Also, he gives ideas you can use immediately.  In the end, you’ll know exactly where you stand financially and have the tools to get to your goals.” - Pat

"Erik helped me set up my Vanguard account and guided me through the process of finding an asset allocation for my funds that I am comfortable with.  The whole thing was much easier than I imagined, and it helps me sleep well at night knowing that I have more control over my retirement after working with Erik.  

He has also helped me come up with a withdrawal strategy for when I retire and has helped me understand the importance of having safety margins in place to draw on for when the market tanks (because as he always points out to me, the market WILL tank).  I have gained so much knowledge working with Erik.  I am very pleased with the service that I received from Erik, and I plan to recommend him to friends."  - Pearline 

“Erik was so knowledgeable and easy to work with.  After working with him, we feel confident in our investment strategy, and thanks to him we now know how to manage it on our own.  He even helped us open a Vanguard account so that we could get started.  After walking us through our financial plan, we were so happy to find out that we should be able to retire when we wanted to.  Thank you, Erik!” - Perez Family

Fees

As you can see below, the longer the consultation - the lower the hourly rate.  Typically, people find that a 2 - 3 hour consult is enough, and these can be divided up into multiple consults or as one long consult (it’s up to you).

1 Hour Consultation = $150

2 Hour Consultuation = $270 ($135 / Hour)

3 Hour Consultation = $375 ($125 / Hour)

4 Hour Consultation = $480 ($120 / Hour) 

If you are interested in a consultation with me, please email the information below to fourtakeflight@gmail.com.  Once I receive your email, I will send you payment instructions via PayPal.  When payment is received we will set up a time that works for both of us.  

Your Name

Email

Type of Consult

Description of what you would like to discuss.

I look forward to helping you set and achieve ALL of your financial goals as quickly as possible. 

Want to know more about our flight to financial independence?  Read our About Me and Start Here.  You can also follow our journey on Instagram.

-Erik

Generalife (Granada, Spain)