Ongoing Financial Planning and Investment Management

Continuous and comprehensive planning with modern technology to align your money with your values

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Bringing clarity to your financial life

Through a collaborative process, we help create a roadmap for your money. From next steps to big picture thinking, we're right by your side. We create your financial plan (left) and then act as a partner when new situations come up.

Actions Items & Accountability

With our financial plan, you always know what needs to be done next, what's upcoming, and what you're working works.

Goal Planning & Tracking

It's hard to make progress without goals. We help you create them, stick with them, and most importantly, reach them.

Financial Metric Monitoring

Using Elements Financial App, we always have an in-depth look at the most important money metrics in your life.

Retirement & Education Planning

Whether you're decades away or moments from retirement or funding college, success takes careful planning ahead of time & in the moment.

Tax Planning

We look through the windshield to try to lower your lifetime tax bill, not just the amount you pay this year.

Insurance Reviews & Analysis

While we don't sell insurance, we evaluate what you have and offer suggestions and implementation for a proper path forward.

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Investments made simple

In addition to financial planning, we can also help manage investments so you can spend more time on the things you love (and less on the things you don't)

User-Friendly App & Dashboard

Simple logins, a beautiful view of your accounts, and easy-access to contact your advisor

Automated, Paperless Investing

Don't worry about stacks of paperwork or signed documents. We get everything done digitally, like it should be.

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Start planning for financial freedom today.

Take 5 minutes to fill out a form for your free financial assessment, which is a 3-4 minutes screen recording on exactly how you are doing and where to improve.

Get a Free Financial Assessment