About FinancializeIt!
Why We Built the Platform
Most people don’t manage their financial life in one place. They learn from courses or articles, use multiple apps for tracking, handle tax prep separately, and seek input from various financial professionals as needed. This piecemeal approach is often inefficient, confusing, and expensive.
FinancializeIt! was created by CEO Eric Sikes and his team to bring all these pieces together into one connected experience, giving you a simpler way to learn, plan, and get guidance without having to juggle (and pay for) lots of tools and one-off services.
What Makes Our Approach Different
Practical lessons you can actually apply
Ongoing guidance instead of one-time advice
A consistent relationship with a dedicated advisor
Tools and resources designed to work together
Turning financial concepts into actionable next steps.
Meet Eric Sikes
Eric Sikes is the CEO and founder of Sikes Financial Services, a Registered Investment Advisory (RIA) firm. He is a licensed, fiduciary financial advisor with over 18 years of experience in financial planning and tax strategy, including prior roles with MetLife and LPL Financial. Eric is a Securities Investment Advisor licensed by FINRA and holds his Series 65 license.
After years of working with families, young professionals, and small business owners, Eric created FinancializeIt! to make financial education, planning, and guidance more accessible and practical for regular folks. When he’s not working with clients or building FinancializeIt!, he enjoys spending time with his family and unwinding with a nice glass of Pinot Grigio.
Securities Investment Advisor
Series 65
Developed by Financial Professionals
Support for Where You Are Now
Designed for different stages of your financial life.
Wherever you’re starting, this gives you a place to begin.
