Financial questions are rarely only financial. Choose the concern closest to your life right now, then hear how Eric approaches the decision in a more connected way.
Do you still need a financial planner if you already have a CPA, estate-planning attorney, investment advisor, banker, or business attorney? Each professional may bring valuable expertise, but expertise and coordination are not the same thing.
How can parents help their adult children financially without weakening their independence? Eric Lee describes this as one of the most loving and difficult questions parents can ask.
What changes financially when you move from building wealth to living from it? For most of your adult life, the focus is accumulation. You earn a paycheck, save consistently, invest, and watch your assets grow.
When people hear healthcare planning, they often think about long-term care insurance or preparing for the worst. Eric Lee believes that’s one of the biggest misconceptions in financial planning.
Most people start estate planning by asking whether they need a trust or if a will is enough. Eric Lee believes there’s a better question: what experience do you want your family to have because of your planning today?
Most people think retirement planning is about deciding when to retire. But for many successful families in their 50s and early 60s, the better question is: what are you moving toward?
The Better Conversations Exercise takes about five minutes and helps identify the values and priorities that deserve your attention.
These videos are designed to help you recognize the questions worth exploring. A conversation with Eric gives you space to talk through what they mean for your life.
Begin with the question that feels closest to your life.
Use the exercise to clarify the priorities behind the decision.
Meet with Eric to explore how your financial life could work together.
Tell us what has been on your mind, and we will help you work out whether a first conversation is the right next step.
No obligation on either side.