The Fiduciary Partner 

Built for Washington CPAs

Expand your firm’s revenue. Deliver enhanced client outcomes. Support client trust while maintaining your existing relationship. Most advisory firms treat CPAs as a referral source. We treat you as a strategic partner. Through Simplicity Wealth, LLC (SEC-registered investment adviser), Eric Flaten serves as an Investment Adviser Representative focused exclusively on collaborative work with CPAs who serve affluent Washington families. We handle the investment management, retirement income design, concentrated stock transitions, and wealth planning coordination so you can remain focused on tax strategy while offering clients a seamless, high-value experience. A collaborative, client-centered approach with defined boundaries. Just clean, documented coordination designed to enhance the value delivered to your clients..

How The Partnership Works

Clear Process. Clear Boundaries. No Surprises.

Step 1

Discovery Conversation

A focused 20-minute discussion to understand how your firm currently handles wealth-related questions and whether a collaborative model would add value without creating friction.

Step 2

Joint Client Engagement (Only When Invited)

We participate solely at your invitation and only on the topics you approve. The client continues to see you as the primary trusted adviser.

Step 3

Ongoing Coordination

Secure communication, shared awareness of major life or tax events, and clear written recommendations. You remain fully informed.

Step 4

Documentation & Accountability

All recommendations are documented consistently with fiduciary standards. Roles remain distinct: your firm maintains responsibility for tax guidance, while the investment adviser representative provides investment advisory services.

NASBA-APPROVED CPE

Earn Relevant CPE Credits That Address Real Client Situations

ePERSONAL FINANCIAL LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor Identification Number: 171880). Our programs are designed specifically for CPAs working with high-net-worth Washington clients.

Featured Course

Collaborative Wealth Planning: Expanding CPA Revenue & Delivering Superior Client Outcomes Through Strategic Fiduciary Partnerships in Washington’s Tax Landscape

  • Delivery Method: Group Internet Based
  • Location: Virtual (Zoom / Webinar)
  • Field of Study: Taxes
  • Program Level: Intermediate
  • Recommended CPE Credits: 3.0
  • Instructor: Eric Flaten, IAR – Simplicity Wealth, LLC

What You Will Learn

  • How to structure productive, compliant collaborative relationships with a fiduciary investment adviser
  • Identification of high-value planning opportunities at the intersection of tax and wealth
  • Practical methods to expand firm revenue through coordination rather than internal RIA buildup
  • Clear role definition and communication protocols that protect both firms
  • Washington-specific considerations that national programs routinely overlook

Why CPA Firms Choose This Model

What Washington CPAs Tell Us They Value

  • Ability to offer sophisticated, coordinated wealth planning without building an internal RIA or assuming additional regulatory burden
  • Higher client retention and satisfaction when tax strategy and investment strategy are aligned
  • Potential for expanded firm revenue through structured collaboration rather than one-off referrals
  • A partner who understands Washington-specific issues and communicates in the language of tax professionals
  • Professional process and documentation that protects both firms and the client relationship

Ready to Explore a Higher Standard of Client Service?

Whether you are looking for relevant CPE, practical tools available by request, or a conversation about how collaborative planning could work for your firm, we are here to support Washington CPAs who want to raise the quality of advice their clients receive.

Ready to Explore a Higher Standard of Client Service?

Whether you are looking for relevant CPE, practical tools available by request, or a conversation about how collaborative planning could work for your firm, we are here to support Washington CPAs who want to raise the quality of advice their clients receive.







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