A quick breakdown of our three (3) services
Best for military and veterans who want to DIY & get professional guidance along the way
30 day money-back guarantee
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Elements Financial App
Quarterly Progress Reports
Monthly Q&A
Financial Planning course
Financial Helpdesk
Library of checklists
1:1 Sessions at $250/hour
Best for those approaching their military transition & want help through this complex time
Engagement typically lasts 1-2 months
Personalized Order of Operations
Take Home Pay Analysis
GI Bill Review
Keep or Roll TSP Decision
And More
Comprehensive advice & support for business owners and high-income or high net worth families
Billed monthly - 1% AUM optional
Cash Flow and Debt Planning
Tax and Retirement Planning
Employee Benefits Planning
Education Planning
Financial Freedom Planning
Estate & Insurance Planning
Investment Management
Financial Planning and Investment Management for Military Families & Veteran Business Owners
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