Expanse Financial & Marketing

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Introduction: With a varied background in communications, finance, business development and marketing, I bring to bear a multi disciplinary approach. Things are related at deep levels and being able to ascertain and recognize how various aspects relate to each other is an aspect of my work that stands out. I very much relish facilitating people and organizations in getting clear and identifying core values & objectives and then supporting them in growing, developing and becoming better equipped to fulfill on those objectives. It's deeply satisfying to be a part of growth, advancement and development of any individual or worthwhile organization.

Overview

Hired 2 times

Background checked

3 employees

25 years in business

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Reviews

5.0

4 reviews

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Julie B.

Oct 13, 2015

My husband and I recently consulted with Eric from Expanse Financial for financial coaching to help us better understand our current financial picture, identify our goals and map out a plan of how to achieve them. His feedback was invaluable! He gave us the tools we needed to implement a plan and even a framework of time in which we would be able to start reaching our short term and long term goals. No judging, no guilt, no insulting our intelligence, just straightforward, easy-to-understand guidance and advice. We believe the tools we were given are the keys to unlocking our future financial success, both personally and professionally. Ever since our meeting with Eric, we have shared our experience with a number of friends who also need to restructure their finances to achieve their goals and recommended that they too, reach out to Expanse Financial as a step in their journey to success.

Julie B.

Oct 15, 2015

Eric took the time to coach me on managing my debt. He taught me how to prioritize my expenses as well as save money. He is extremely knowledgeable, kind & generous. I look forward to working with him again in the future. JB

Jonathan A.

Nov 4, 2015

Eric is clearly gifted at listening to his clients, understanding our wants and needs, and then providing wise, practical and actionable strategies to help us reach our desired goals. His ego never even enters the discussion, which is why he's my go-to guy for tough financial decisions.

Outsourced P.

Nov 16, 2015

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Hired on Thumbtack

I hired Eric to assist me with building a personal budget that I can easily follow and learn. I found Eric to be very personable and also very knowledgeable in personal finance. I was did not anticipate working with a person from out of state, but glad I found Eric as he was the best person for the job. I look forward to working with Eric more and use him as a go-to person for any financial related tasks and insight.

Personal Finance Instruction

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Eric Johnson

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Personal coaching & financial coaching is rather straightforward and based on hours or packages of hours. Business consulting can vary depending on the scope of the project and the size and revenues of the company and which of 7 various aspects of our consulting model needs attention.
How did you get started doing this type of work?
It was a natural evolution as I garnered more knowledge and experience that people began to naturally seek out my expertise and guidance.
What types of customers have you worked with?
Sorting out financial matters and developing goals and fulfillment strategies is a big piece. Working with small businesses in capitalizing on unrecognized assets and opportunities is another.

Expanse Financial & Marketing

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