Eric Scruggs, CFP®, EA
Financial Planning for Attorneys
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Serving Clients Nationwide
Financial Planning for Attorneys
Areas of Focus
- Education Funding
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Eric Scruggs, CFP®, EA
Hi, I'm Eric Scruggs. I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives.Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start-up, and, most importantly, worked with clients to achieve their goals.
One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work.
The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills.
I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William & Mary.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
-
The AGC
- XY Planning Network
Primary Location
Boston, MA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to set up a time for us to meet and get to know each other. The goal of this meeting is just to explore whether the services we offer are a match for your needs. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Hark Financial Planning
Hark Financial Planning is an independent Registered Investment Advisor here to help you understand your current financial landscape, develop a plan to keep your money aligned with your values, and free up your time to focus on what matters most to you.✅ Ongoing Planning: Working together on all aspects of your financial life, including investment management, taxes, and whatever life throws your way. Prices range from $400-$750 per month with a one-time onboarding fee that ranges from $1,000-$3,000, depending on complexity.
For:
- Those looking for partnership and ongoing guidance, rather than a transactional relationship
- Families, business owners, and those with financial complexity and/or frequent life/financial changes
- Those looking to delegate some of their financial action items to free up time
Think of this like getting an in-house general counsel: a resource available to you to provide proactive advice, support, and follow-through on an ongoing basis.
✅ Project-Based Planning: One-time financial planning based on a fixed fee for the agreed-upon project scope. Fixed fee rates range between $3,000 - $6,000, depending on the scope and time frame of the project.
Option to add on financial monitoring with an annual check-in meeting.
For:
- Those wanting to get organized financially and develop a “map” to follow
- Those just starting out who want to establish a solid foundation and forward-looking plan for their finances
- Those comfortable with implementing action items on their own
Think of this like hiring outside counsel: bringing in a resource to address specific problems, answer questions, and assess the current situation.
✅ Hourly-Based Planning: Pay hourly to address some questions or get a second opinion. The hourly rate is $350.
For:
- Those looking for a check-up or second opinion on their financial status
- Those who have specific concerns or topics they want to better understand
- Those comfortable with implementing action items on their own
Think of this like hiring an expert consultant: you have some specific questions that you want to have addressed and to see if you have the facts straight.
Education
UNC Kenan-Flagler Business School, Master of Business Administration (M.B.A.), Investment Management and Corporate Finance Concentrations | William & Mary, Bachelor of Arts (BA), Economics and Government
Volunteer Experience
Pro bono work is an important part of my professional practice. I currently focus my pro bono work on helping families impacted by a cancer diagnosis and working as a volunteer for Savvy Ladies®. The mission of Savvy Ladies® is to empower women to take control of their finances through financial education. I am also currently an adjunct faculty member at SNHU where I teach financial planning topics.
Hobbies and Interests
- Baseball
- Family
- Wine
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Gen Z
- Travel Lovers
- Young Families
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