Ongoing Financial Planning and Investment Management

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

elements plan

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 initial action plan, and then use best in class tech to act as a collaborative and proactive guide to make sure things get done and adjustments are continuously made along the way.

Actions Items & Accountability

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

Cash Flow and Debt Planning

We use tools to monitor your spending, make good decisions on excess cash flow, and also optimize your debt to lower your cost of interest.

Financial Metric Monitoring

Using Elements Financial Monitoring 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. We collaborate with your tax preparer to ensure the best outcomes.

Estate Planning

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

Business Planning

We have expertise to help whether you are just starting out in business ownership or you have an 8 figure business. As a CEPA®, we have experience in optimizing both business and personal finances.

Insurance Reviews & Analysis

While we don't sell insurance, we evaluate what you have and offer suggestions and implementation for a proper path forward on home/auto, life, disability, and others.

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Collaborative and Deep Client Service

We're not the kind of firm you meet with once per year, get an investment report from, and never hear from again. We deliver deep value in each area of financial planning with a iterative, never ending process for making sure nothing is falling through the cracks.

Best In Class Technology in Every Planning Area

We go out and acquire relationships with the best FinTech tools to make sure our clients are receiving the most efficient and best advice possible.

Annual Service Calendar

We've crafted an annual service calendar of financial planning topics to make sure we are reviewing each piece of your situation all year.

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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.

Hop on a 30 minute call to talk about your situation, and we will help you make an educated decision about your next steps, regardless of it is moving forward with our firm or not.

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