Hi. 👋
I’m Erin Varghese.

I believe financial planning should feel like a breath of fresh air. For me, it’s about building trust, creating genuine connections, and providing steady support as your life and goals evolve.

I began my career in banking, where I quickly discovered a passion for helping people navigate conversations about money. Over time, I realized financial decisions are never just about numbers; they are deeply personal. The most meaningful conversations uncover the why behind those decisions, helping people connect their money to the life they truly want. That insight led me to financial planning, where I could focus on guiding others toward clarity and confidence.

Organization has always been one of my strengths, and I thrive on bringing structure to complex situations. Many of my clients come to me feeling uncertain or overwhelmed, and I find joy in helping them step back, see the big picture, and chart a clear path forward. Whether you’re planning for retirement, building a legacy, or simply creating more space for joy today, my goal is to help you feel confident, organized, and empowered in your financial life.

I grew up in Florida and moved to the Pacific Northwest in 2016. Today, I love calling Washington home and exploring everything the PNW has to offer.

Outside of work, I enjoy traveling (and planning the adventures), paddle boarding, golfing, baking, reading, cheering on the Portland Trailblazers, and spending time with my husband.