Financial Planning With Care
Who We Are
Many people don’t have the time, knowledge, discipline, or desire to manage and grow their wealth. We want to know what’s happening in your financial life right now – life changes, grandkids, worry about outliving your money. If it’s happening in your life, it should be in your financial plan. Our goal is to help you stay informed and prepared, providing confidence in your financial plan, knowing that you are following a disciplined approach to meet your goals. This process begins by us understanding you and what services will appropriately serve you.
Our Mission
We want you to be comfortable opening up and sharing your true concerns so that we can answer your important questions and help you make informed financial decisions.
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Your Financial Planners
Meet your Advisor
Eric Flaten
Founder & Wealth Coach
Eric Flaten is the founder of ePERSONAL FINANCIAL and a native Washingtonian with deep roots in the communities he serves. With nearly four decades in financial services — including more than 10 years as a fiduciary advisor — Eric brings a rare combination of institutional-grade tools and genuine personal attention to every client relationship.
After spending years in traditional wirehouse environments, Eric founded ePERSONAL FINANCIAL to deliver a different experience: one where families receive proactive, transparent guidance without product pressure or conflicts of interest. He is passionate about helping busy professionals and multi-generational families build lasting financial confidence, especially during life transitions such as retirement, college planning, concentrated stock positions, and estate planning.
Eric’s approach blends sophisticated technology with white-glove service. Through his affiliation with Simplicity Wealth, LLC, an SEC-registered investment adviser, clients gain access to institutional capabilities including direct indexing, tax-loss harvesting, and the proprietary AssetLock® monitoring system. At the same time, Eric personally oversees annual reviews of insurance contracts and key financial documents — an often-overlooked area that can significantly impact long-term outcomes.
Whether you’re navigating Washington state tax considerations, planning for retirement income, or seeking to create a clear roadmap for your family’s future, Eric’s focus is always the same: helping you understand your options so you can make informed decisions with greater financial confidence.