How it works What to expect About Eric Upcoming webinar

Let’s talk.

The first conversation is free and runs 30–45 minutes. There’s no pitch — I want to understand your situation, and you should come away knowing whether I’m the right person to help.

A few questions first, so our time together is useful. Then you’ll pick a time that works for you.

Step 1 of 2

About you

Name (required)

Please enter your name.

Email (required)

Please enter an email address I can reach you at.

How can I help you?

Check either, or both.

Financial planning and investment management

Who manages your investments today?

I do, or my spouse does A financial adviser

Tax advisory and filing

Who prepares your taxes today?

I do, or my spouse does A tax preparer or CPA

I also have a business that files its own return

What brings you here today?

Check any that apply.

Something changed in my family, career, or finances My situation has gotten more complicated than it used to be I want a proactive, long-term strategy, not just someone reacting after the fact I’m behind on filing, or I’ve received a letter from the IRS or a state tax agency

How did you hear about me? A friend, family member, or colleague

Who can I thank? (optional)

A webinar LinkedIn Something else

Anything you’d like me to know before we talk?

Message

Company

Please don’t include account numbers, Social Security numbers, or anything else sensitive here. When it’s time to share documents, I’ll send you a secure way to do it.

Free · 30–45 minutes · no obligation

Step 2 of 2

Let’s find a time.

Calendar not loading? Open the booking page in a new tab, or email me at eric@etufinancial.com and we’ll sort out a time.

EF Etu Financial

Investments and taxes, handled by one person. Fee-only and fiduciary.

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Get in touch

Book a free consultation

eric@etufinancial.com

By appointment · video, phone, or in person

Etu Financial is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing involves risk, including possible loss of principal. Nothing on this site is an offer or solicitation, or personalized investment, tax, or legal advice. Etu Financial does not provide legal services. See our Disclaimer & Privacy page for important additional information.