Assess a mutual fit & learn about your primary financial concerns and desires

Organize

Together, we’ll gather and organize your financial information upfront, as well as your top priorities to work on.

Analyze

We’ll regularly analyze your financial health scores to identify ways to help you improve. And each quarter we'll deliver a report through The Elements Financial Monitoring System that highlights all the progress you've made.

Decide

Together, we will walk through your initial financial plan and the strategies we recommend moving forward. We'll share recommendations with you by email, video, or phone, or in-person (depending on the program).

Act

It’s time to take action and execute your personal financial plan! We’ll help you implement the recommendations made and transfer any assets necessary.