Manage Your
Investments
Who We Are
What Matters
The world of online advice, self-service brokerage accounts, and chaotic markets have only created more stress and more confusion in our lives, right? It's so difficult to find the time and the 'right' advisor that truly has your best interests in mind.
What if, you could work with an experienced financial advisor that takes what matters most to you and helps you regain control of your financial life? At ePERSONAL FINANCIAL, that is exactly what we do.
We have developed and refined a disciplined process that fits all these critical pieces together to deliver solutions that are aligned with you. I call it the 'e' formula.
What matters most in my client's life is the following:
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Family – spending time with those they love most
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Occupation – pursuing their passion to make a difference
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Recreation – enjoying the activities (hobbies) that bring them the most joy and gratitude
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Money – It’s just a tool. That’s why it’s always the last priority. Yes, being a good steward of your money is important. However, clients understand the value of delegation to an experienced fiduciary, so that they may balance their time between family, occupation, and recreation.
We all have very little control in our lives, right? However, if we start with a proven process, it begins to provide us with a little more comfort, right?
At ePERSONAL FINANCIAL it starts with the 3-P's:
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Philosophy – do we share a common viewpoint that has helped provide you clarity of what’s important?
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Planning – create an investment plan that not only meets your needs but hopefully will exceed your goals
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Process – utilize a disciplined process that puts all the pieces together that drives what matters most in your life
By infusing the ‘e’ formula into my process, the focus is always aimed at what matters most to my clients and providing more control in their financial lives. Or as I have witnessed over the past 20 years. 'Replacing Anxiety with Anticipation'!
Founder
Eric Flaten, Founder & Senior Advisor
As the founder of ePERSONAL FINANCIAL, the focus has been to develop a process that replaces client apprehension with confidence. The power of 'e' simplifies the complex and increases transparency. Being passionate about helping clients achieve their goals has always been the focus.
Graduating from Washington State University with a degree in Business Administration with specializations in Accounting and Finance provided a solid financial foundation. A constant thirst for continuing education and holding a high standard of ethics is essential to providing cutting edge client solutions.
The Puget Sound area has always been home and currently reside in Gig Harbor. Finding balance among professional and personal life has always been important. Between family and enjoying every opportunity to get outside: cycling, paddle boarding or skiing. Yes, also time with the pups Blake (an Australian Labradoodle) and Kallie (an Australian Bernedoodle).