^ProcessYour path begins with your story.

Share a few details about your life, career, family, and dreams, and we’ll help you figure out where to start.

Everyone’s financial story is unique, and your plan should reflect that. This short discovery form helps us understand what matters most to you so we can begin shaping a path that fits your dreams, values, and the season you’re in.

^{The FortiFi GUIDE Path}Building a plan you understand.

The GUIDE Path helps turn your financial vision into steady, practical steps so you always know where you’re going and the best way to get there.

G - Gather

We start with what matters most:
your story, your values, your dreams, and your concerns. This helps us build a clear map for your financial journey.

U - Understand

We review what we’ve gathered and take a thoughtful look at the whole picture: what’s working, what’s not, and share how each piece fits into your strategy.

I - Implement

Together, we take action. We walk you through each step, helping you move toward the future with clarity and confidence.

D - Direct

As your plan takes shape, we provide ongoing guidance. We help coordinate your strategy, guide decisions, and keep you on pace with your goals.

E - Empower

Life changes, so your path and pace should adapt with it. With regular meetings, we will review and adjust as needed. We’re your GUIDE for what’s ahead.

^{Solutions for every life stage}For those who seek clarity, confidence, and a plan that connects.

Here’s who we walk with:

Pre-Retirees and Retirees

You’ve spent years building your career and preparing for your next chapter. We help you prepare for independence and guide your transition into a confident, sustainable income plan for life after work.

Individuals & Families

Your peak earning years lay the foundation for the decades ahead. We help you establish healthy financial habits, understand your investment options, and build a clear path that fits your goals, whether you’re just starting out, already well established, or preparing for independence

Business Owners

Running a business leaves little room to step back and look at your own financial world. We help you protect what you’ve built, plan for growth, and care for your key employees. And when it’s time to transition, we help you prepare for succession so you can step into your next chapter with confidence.

Many of the people we serve have worked hard and saved well, but still wonder if they’re missing something and feel unsure whether their finances are working together. At FortiFi, we help you bring order, clarity, and direction to the financial life you’ve built.

Let's build your plan

I would like to take a moment to thank Eric, Katie and the entire FortiFi Wealth staff for their dedication to detail, their ability to help me through changing lifestyle needs while continually staying focused on my long-term financial security.
One of the things that always seems to impress me about FortiFi Wealth is that every time we talk, I feel as if I am talking with a longtime friend. Listening is one of Eric & Katie’s greatest strengths. I greatly appreciate how they have listened to my needs over the years.
Eric, Katie & the FortiFi Wealth staff have proven themselves to be a trusted organization with my best interests as their main concern. I have recommended PRG to several of my friends over the years and all of them have thanked me for introducing them to FortiFi Wealth. I will continue to recommend FortiFi Wealth to others and I encourage anyone who is looking for a trusted partner to help guide you and your money into the future, to consider calling Eric or Katie at FortiFi Wealth.

Paul D.

(Client since 2011)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

We brought our life savings to Eric and FortiFi Wealth, and together we continue to formulate and nurture a plan. We’ve found that our needs, concerns, and goals align perfectly with what Eric and his entire staff are able to deliver. We recommend Eric and FortiFi Wealth to others because he provides a well thought out and articulated plan that you can fully comprehend and participate in.

Tom & Cathy R.

(Clients since 2000)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

After several years with a different firm, I recently decided to look for a new Financial Planner. A friend mentioned that he is very happy with Eric at FortiFi Wealth so I called Eric and made an appointment with him.
I was impressed by Eric and his staff. They appeared to be very friendly and knowledgeable. I decided to transfer my investments to Eric’s firm. Since then, we have had several meetings and I’ve learned much more about my investments. I also appreciate the extra time Eric spent with me to help me understand my investment statements. I would highly recommend Eric’s firm, FortiFi Wealth.

Dick E

(Client since 2024)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

About 15 years ago we attended a presentation by FortiFi Wealth. That was the beginning of a very beneficial relationship. Eric gained our respect and trust early in the days of working with him. He helped us develop a plan aimed at successful retirement years. It is working. He is very talented at big-picture thinking and introduces quite interesting approaches.
Probably the highest praise we can give him is the fact that we have referred four of our close friends to him, feeling confident that his knowledge and ethics would also be helpful to them, each in very different situations.
He and the FortiFi Wealth staff are a class act. We feel more like friends than clients.

Bobbie & Larry W.

(Client since 2008)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

FortiFi Wealth has the resources to move with your financial relationship as it grows from saving as much as you can for retirement to spending in retirement to maximize your available assets.
This involves:
• Working with you and your tax advisor to minimize your tax burden
• Working on a streamlined transfer of investments to actual cash available to pay bills
• Developing a realistic plan to provide resources for potential major expenditures i.e., new home, or vehicle.
I would highly recommend working with Eric and his team if you are looking for a partnership in maximizing your financial resources, be it investments or simplifying the mechanics of taking distributions.

Kathy W.

(Client since 2015)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Eric and his FortiFi Wealth team are superb communicators — with me, my attorney and my accountant. I couldn’t begin to know all the questions to ask, or understand all the complexities. Katie keeps me informed, Cali makes prudent investment suggestions and Eric oversees the big picture. What a relief to have such professionals manage my retirement, tax and estate plans. They really know their stuff.

Todd H.

(Client since 2022)

1) This statement is a testimonial by a client of the financial professional as of 12/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

^FAQsCommon questions about the GUIDE Path

The process never ends because life evolves. The Gather, Understand & Implement steps typically include 3-4 hours of meeting time and 10 working days for us to design your plan. It takes roughly 4-6 weeks to be onboarded with FortiFi Wealth.
Absolutely! We consider every couple a financial partnership. It’s imperative that we have shared understanding with both partners.
Please bring your questions, concerns and dreams for your future. Also, bring your Financial Strategy Guide and basic financial documents: income sources, account statements & most recent tax documents.
We’re often told that getting organized is one of the best parts of the process. These are the details we need to do our best work. Please bring them to the Gather meeting. We can help you organize them.
Our team continues to monitor the plan and stay in touch with you according to our communication plan that we create during your onboarding process.
The GUIDE process is different due to the extensive time we spend listening to you while we Gather the details of your story and what you want next. We intentionally give you time and attention to Gather the details you need about us to feel confident moving forward. We shine as we Understand what’s working for you and share opportunities for improvement. We do not Implement before we know you Understand our recommendations and why.

^{Your next step starts here.} One clear step can change the path ahead. Let’s take it together. Share your story, and we’ll help you move toward a stronger financial future.

ProcessYour path begins with your story.

Share a few details about your life, career, family, and dreams, and we’ll help you figure out where to start.

Everyone’s financial story is unique, and your plan should reflect that. This short discovery form helps us understand what matters most to you so we can begin shaping a path that fits your dreams, values, and the season you’re in.

The FortiFi GUIDE Path Building a plan you understand.

G - Gather

U - Understand

I - Implement

D - Direct

E - Empower

Solutions for every life stage For those who seek clarity, confidence, and a plan that connects.

Pre-Retirees and Retirees

Individuals & Families

Business Owners

Many of the people we serve have worked hard and saved well, but still wonder if they’re missing something and feel unsure whether their finances are working together. At FortiFi, we help you bring order, clarity, and direction to the financial life you’ve built.

FAQs Common questions about the GUIDE Path

Your next step starts here. One clear step can change the path ahead. Let’s take it together. Share your story, and we’ll help you move toward a stronger financial future.

Schedule a conversation

^ProcessYour path begins with your story.

^{The FortiFi GUIDE Path}Building a plan you understand.

^{Solutions for every life stage}For those who seek clarity, confidence, and a plan that connects.

^FAQsCommon questions about the GUIDE Path

^{Your next step starts here.} One clear step can change the path ahead. Let’s take it together. Share your story, and we’ll help you move toward a stronger financial future.