We're reimagining wealth management.
We use the Elements Financial Planning System
What's Next
Establish Relationship![]() |
We identify whether we will be a good fit for one another and agree to move forward with an action plan. |
Get Organized![]() |
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
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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. |
Analyze Data
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We will intake and analyze all of your information an initial draft of our findings. |
Develop the Strategy
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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
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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
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Ongoing "maintenance" meetings to discuss and identify changes in your life, monitor your goals and progression, while adjusting your plan accordingly. |