Simple fees & in-depth offerings

A quick breakdown of our three (3) services

BLUF Membership

Best for military and veterans who want to DIY & get professional guidance along the way

$249 /year

30 day money-back guarantee

Join the Membership
Features
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Elements Financial App

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Quarterly Progress Reports

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Monthly Q&A

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Financial Planning course

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Financial Helpdesk

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Library of checklists

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1:1 Sessions at $250/hour

Military Transition Plan

Best for those approaching their military transition & want help through this complex time

​$3,000 one-time fee

Engagement typically lasts 1-2 months

Get Started
Features
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Personalized Order of Operations

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Take Home Pay Analysis

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GI Bill Review

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Keep or Roll TSP Decision

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And More

Financial Planning & Investments

Comprehensive advice & support for business owners and high-income or high net worth families

$4,000 /year minimum

Billed monthly - 1% AUM optional

Talk with Erik
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Cash Flow and Debt Planning

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Tax and Retirement Planning

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Employee Benefits Planning

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Education Planning

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Financial Freedom Planning

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Estate & Insurance Planning

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Investment Management

Start planning for financial freedom today.
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