Hi, I'm Eryn
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About Our Founder
Eryn Schultz is an accidental financial planner. She became passionate about helping Americans achieve their financial goals while working for a grocery store chain with a high-fee 401(k) plan. Her story of financial awakening and fighting back against sneaky fees that could be costing you hundreds of thousand of dollars was told in the New York Times. You can read it here.
Eryn started by teaching classes and financial education remains a big part of her work. She became a CERTIFIED FINANCIAL PLANNER® and started build a financial planning firm because she wanted to help more people, particularly women, confidently choose between investments in their 401K, know how much cash to have and when to invest, avoid high-fee financial products and feel good that they're moving towards their goals. Most financial advisors have $500K+ asset minimums, focus on retirees and charge a 1% annual fee to manage your assets. Our firm aims to serve people with a broader range of incomes and financial resources.
She has spoken to Fortune 100 companies, has a long-standing partnership with Mass General Hospital, and is a regular speaker on business school campuses including Kellogg, Michigan, Harvard, and Standard. You can see more press about Eryn here.
Eryn has an MBA from Harvard Business School and a BS from Georgetown University in addition to a Certificate in Financial Planning from the University of Texas to continue her financial education.
Outside of work, Eryn lives in Austin where she's trying to stay in shape to keep up with her two toddler boys, husband, and standard poodle on outdoor adventures. You may run into her on a bike ride around central Austin.
Financial Focus
Eryn's goal is to help you take charge of your financial future. Women who work with Eryn roll over old 401Ks, understand how much cash to keep, and feel more confident about investing.
Your Money Story
Before you can grow your money, you need to know where your money is. Begin your financial growth by establishing your baseline and learn your money story.
Couples & Money
Are you engaged, in a long-term partnership or trying to navigate finances as a married couple? Check out this resource to start to talk to your partner about money.
Live Money Bootcamp
Ready to take control of your money? Learn how to efficiently save for retirement, deal with that old 401K, how much to keep in your checking account and when to invest.
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As fellow women trying to navigate student loans, how to get the best return on our investments, and wanting to have a baby one day, we will only share content that is relevant to something we or someone we know is grappling with financially.