Erica Zaragoza

My Process

Most people don't come to me because they love spreadsheets. They come to me because they're lying awake at night wondering if they're doing this right or because life just changed, and no one handed them a manual. So we don't start with numbers. We start with a conversation: What's keeping you up at night? What does "enough" look like to you? And what do you want life to look like for the people you love after you're gone? From there, I go to work behind the scenes, looking at the whole picture: your savings, taxes, insurance, retirement, your family's future. I find where it all connects, and where the gaps are you didn't know existed. Then I bring it back in plain language: here's where you are, here's what matters, here's what we do next. I work with your CPA and attorney when it makes sense, so nothing falls through the cracks. And I keep my practice intentionally small, not for less work, but because I want to actually know you. When your daughter gets married, when you change jobs, when your parents need care, I already understand your story, so we never have to start over. Life keeps moving, and your plan moves with it. We check in, we adjust, and we make sure the strategy still fits the life you're actually living. Because in the end, this was never really about money. It's about protecting what you've built, so you can live with more freedom and less worry and leave something meaningful behind for the people who matter most.