A Step Towards Success
Achieve Your Goals
My name is Eric Petersen and my work is to help you obtain your financial goals through financial planning.
You were likely referred to me by someone you respect and trust. You were referred not only because of their excitement for what I do, but also because they care about you and want you to experience the same advantages and benefits.
I love what I do and part of that is because I work with amazing people -- people who trust themselves, people who have outstanding economic potential, people who make sound decisions based on facts, and people who are proactive and care about their lives and the lives of their loved ones.
It All Starts With A Plan
Many people are so busy today that they don't take time to properly plan for tomorrow. That is why I use an effective system to define your investment, insurance, and financial planning goals with simple questions, which helps you to identify your specific priorities for the future.
My philosophy is based on an understanding that your financial situation, values, and aspirations are unique.
You deserve to have a tailored financial plan that will complement your individual goals. I believe a plan should be simple, even when the solutions may not be.
I also believe that knowledge is power: my goal is to educate and empower you to reach your goals. The more you learn, the better off you will be.
Most importantly, I want to help you make your life a little better than it is today. Little measures of improvement are not only less risky, but also create a compounding effect that can significantly benefit your future.
Only 20 Minutes Stand In The Way
The best way for us to start is to sit down for 20-30 minutes and in that time, I can show you what it is I can do for you. Once you see how I can help, you decide from there.
When we decide to move forward, I will gather more information and arrange another time to build a plan according to your priorities.
I will make some recommendations and provide you with the knowledge you need to confidently make a sound decision. It really is that simple.
Ask the Right Questions
We have gained so much knowledge in life by questioning everything. It is this natural curiosity to learn that compels us to move forward. And while I believe there is no such thing as a dumb question, I also believe that when it comes to your financial goals, asking the right questions are crucial to learning what you want to accomplish and achieving success.
The beauty in the financial plans I create are in their simplicity, and can be summarized by asking four basic, yet imperative questions:
Before you can reach any destination, you need to identify your starting point. We begin by taking a financial inventory. Once we know where all the moving parts are, we are ready to take the next step.
This stage begins with determining your goals, dreams, and aspirations. I will ask you a series of questions to help you develop this part of the plan. This will likely change over the years to reflect the changes in your life.
Once we know where you are and where you want to be, we can start to focus in on a course of action designed to help you achieve your goals. I can now gather options that align with these goals and prepare a proposal for you.
In a conversation driven by you, we narrow down which options suit you best. If you like something, great! If you don't, then I can go back to the drawing board with new insight into what suits you best.
The answers to these questions help me build a detailed agenda for our meetings that is unique to your needs and will ultimately shape your financial plan, a plan you helped to create.
Financial Planning
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”
Warren Buffet
Are You Ready?
