We're reimagining wealth management.
We use the Elements Financial Planning System
|We identify whether we will be a good fit for one another and agree to move forward with an action plan.
|We gather all of your relevant financial information, documents, and data. We next will organize your documents and offer access to our encrypted secure vault.
Define Your Goals
|We work with you to categorize your punch list into must have's and wants. We also want to identify any important goals you may have.
|We will intake and analyze all of your information an initial draft of our findings.
|Develop the Strategy
|We combine your goals and other relevant information to begin to map out an optimal strategy to help you achieve these goals with the highest probability for success.
|Implement the Plan
|We help to execute your financial plan. Outlining specific recommendations from opening accounts, re-allocating investments, and engaging with your professional team(CPA, attorneys, etc.) We will provide specific action items and identify the measurements of success.
|Monitor, Motivate and Adjust
|Ongoing "maintenance" meetings to discuss and identify changes in your life, monitor your goals and progression, while adjusting your plan accordingly.