Meet Erin Cary | Ideal Life Advisor

We had the good fortune of connecting with Erin Cary and we’ve shared our conversation below.

Hi Erin, is your business focused on helping the community? If so, how?
My business provides highly personalized financial strategies and support that is tailored to the unique needs and values of each client. By helping individuals navigate their significant financial issues, I aim to provide clarity around the bigger picture of achieving their long-term goals and aspirations. I help people with significant financial issues that aren’t being addressed by anyone else in the industry. Examples include short-term and long-term tax reduction strategies, business planning, an overarching lifetime financial strategy, debt reduction strategies, investment strategies, estate planning strategies, a strategy to integrate all of the strategies while building a sustainable financial future that aligns with their values and goals.
I believe that it’s essential to prioritize clients’ needs and values over other conventional industry practices such as selling commission-based products or solely focusing on investments. My commitment to providing ethical and effective financial guidance that centers around my clients, contributes to a broader cultural shift in the financial industry towards more personalized and ethical support.
I also don’t believe in the old mentality of suffering for 40 years so you can enjoy your retirement in a rocking chair. We help our clients start living into their Ideal Lives immediately!

Alright, so for those in our community who might not be familiar with your business, can you tell us more?
What sets me apart is my unwavering commitment to helping my clients achieve their dreams and create a more fulfilling life. I believe that money is a tool to help us achieve what truly matters to us, and I work closely with my clients to understand their unique values and vision for the future and then help them align their finances to support their journey. This approach is deeply personal to me, as I once found myself in a career that left me feeling unfulfilled, despite earning a good income as an engineer. It was a tough decision, but I ultimately chose to change my career trajectory to start a business that aligned better with my own values and goals.
That experience taught me that obstacles and decisions can have a profound impact on our lives, both in the short term and for decades to come. It also showed me that the conventional wisdom around money and success can be misleading, and that true happiness and fulfillment come from aligning our financial decisions with what truly matters to us.
As a Financial Strategist, I am proud to say that I don’t focus on selling products or chasing assets under management. Instead, I work with my clients on a deeper level, helping them work through significant financial issues and achieve a breakthrough of clarity around the big picture. It’s deeply rewarding to see my clients transform their relationship with money and take meaningful steps toward their goals and create their ideal life.

Any places to eat or things to do that you can share with our readers? If they have a friend visiting town, what are some spots they could take them to?
If you know me, you know I’m a total foodie! So if you’re looking for some great eats in San Diego, I’ve got some recommendations. The Taco Stand is a must-visit for their mouth-watering tacos – my personal favorite is the Al Pastor with extra cilantro sauce. For upscale tacos, Puesto is my go-to spot. And if you’re looking for gluten-free options, Nectarine Grove is a haven for delicious and healthy food. But of course, after indulging in all that delicious food, it’s a great idea to walk it off and take in some of San Diego’s natural beauty. Torrey Pines and Cowles Mountain are both great hiking spots with stunning views, while a stroll on the beach is always a classic choice.

Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
When I think about where I am today, I’m filled with gratitude for the people who have supported and guided me on my journey. My parents have been a constant source of love and encouragement, and I owe them a debt of gratitude for instilling in me the values of hard work, dedication, and finding fulfillment in life. Growing up, I remember how they always emphasized the importance of pursuing my passions and not just trying to keep up with the Joneses. That lesson has stuck with me and has helped me to find meaning and purpose in my work and in my life. Additionally, I am grateful for the opportunity to work with clients who trust me to guide them towards financial stability and living their Ideal Life. Building personal relationships with my clients has been a true privilege, and it is incredibly rewarding to help them achieve their goals. The trust that my clients have in me and the appreciation they show by referring their loved ones is the greatest testament to my work, and I am truly touched by their support.

Website: www.TrulyAlignedInc.com

Instagram: @erincaryy

Linkedin: https://www.linkedin.com/in/erinecary/