Erin Baehr is the owner of Baehr Family Financial, LLC. She founded Baehr Family Financial in 2007, after working in the financial services industry for several years. Although it was a good learning experience, she found that the commissioned sales model didn't match her vision for practicing financial planning. She is glad to be able to do business on her terms now, and enjoys working closely with her clients in a hands on way. Her practice is focused on educating families and individuals to make the best use of their money in light of their family's values.
Erin holds several industry designations. On the financial planning end, she is a Certified Financial Planner and a Chartered Financial Consultant. For tax expertise, she is an Enrolled Agent, admitted to practice before the Internal Revenue Service. Erin is a member of NAPFA (National Association of Personal Financial Advisors) and the National Association of Tax Professionals. She serves on the advisory board for Pocono Women (www.poconowomen.com), co-facilitates the Pocono Women program "Second Saturday: What Women Need to Know About Divorce (www.secondsaturdaypocono.com), is treasurer for the Women Business Owners Association PA, and a member of Kingdom Advisors. Erin is active in the Bushkill Community Church, where she is a youth leader and serves as treasurer.
Erin grew up in Roxbury, NJ and lives in Marshalls Creek, PA with her husband Bill. Having run the gamut from being a young stay-at-home mom, to a single commuting mom, to now business owner, mother and stepmother to seven teenagers/young adults, she understands many of the challenges people face with their finances.
Erin got her good money sense from her Dad, who always taught her that a good night’s sleep is more valuable than worrying about paying for stuff you couldn’t afford in the first place. And from her Mom, who told her, "It’s not always about the numbers."
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Alliance of Cambridge Advisors (ACA) Member
Baehr Family Financial is proud to be a member of the Alliance of Cambridge Advisors (ACA) and believes in the ACA holistic approach to financial planning, an integrated approach to the financial planning process. Remember that old song about how "the foot bone's connected to the ankle bone; the ankle bone's connected to the leg bone; the leg bone's connected..." Well, holistic financial planning recognizes that your investments are connected to your taxes which are connected to your estate planning which is connected to your insurance, and so on. And all of these components need to be organized to support your goals.
In addition, holistic financial planning recognizes that money is an emotional issue. We were all raised with "money messages" that shape how we deal with financial matters. Often we need to recognize those messages before we can make needed behavioral changes to ensure our financial independence.
Other principles of the ACA approach to financial planning:
- Financial planning is not an event, nor is it something done "to you"--it is a continuous, life-long process that requires your active involvement.
- You are far more in control of your financial future than you have been led to believe.
- Your values, your beliefs, and your attitudes about money are of primary importance in the financial planning process.
- You need financial strategies developed for "real people," not for pension funds and institutional investors.
- True financial independence lies in knowing how much is enough.
- Advisors who practice holistic financial planning must be compensated in a manner that minimizes conflicts of interest.
How is this different from other approaches to financial planning?
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