I work best with people who participate. This endeavor is collaborative by nature; the field is called ‘personal’ finance for a reason! There’s more than one way to approach many financial decision points, and in my experience, a co-creative process leads to the best results for everyone involved. It allows clients to feel more agency and ownership in their financial lives.
Eric Joynt CFP®, ChFC®, CLU®, RICP®
Financial Planner Associate
If you are a new client meeting me for the first time, I will want you to understand that my goal is to make your finances approachable and actionable. My focus is on you. Every aspect of my role as an associate—from financial planning to risk management to wealth management—revolves around optimizing your resources to reach your goals, given your unique circumstances and in your own time.
In college, I developed an interest in economics and investing. I got the most out of college that I could: I triple-majored in Economics, Finance, and International Studies; I double-minored in Business Administration and Accounting. Professionally, I started in a support role, building foundational knowledge in operations. I remember how integral I felt when I first got the chance to deliver just-in-time guidance as a back-office investment consultant. Later, my time as a financial coach helped me realize that I liked working with people directly. These engagements helped me realize the value of encouraging, wise interactions. As Eleanor Roosevelt said, “you must do the thing you think you cannot do.” I saw firsthand how goal setting, coaching, and fostering accountability helped my clients progress on their financial journeys.
I have a deep and abiding love of teamwork. I work best with people who are engaged. Financial planning is collaborative by nature. The field is called ‘personal’ finance for a reason! There are multiple ways to approach most financial choices, and in my experience, a co-creative process leads to the best results for everyone involved. It allows clients to feel more agency and ownership in their financial lives. Never hesitate to ask questions. The more actively engaged you are in the planning process, the better your plan will turn out, and the more opportunities I will get to think creatively about strategies that will inspire you to take action.
I have a large extended family, including 4 nephews who I adore. In my free time, you might find me enjoying live music, cooking, or hiking through beautiful scenery local to where I live in Montana. I also enjoy road biking, skiing, backpacking, and playing volleyball, all year round.