Elements Financial Planning System
What are some of the questions we answer?
Think of Elements like going to the doctor. Before they dig deeper on specific issues, they check your heart rate, blood pressure, and more. We do the exact same thing, but for financial health indicators.
Hover + Click
Anywhere
Free Assessment
So how does this work?
When you request a free financial assessment, we give you an assessment of the most important areas of your financial lives. We also answer any question that is specific to you, such as "can I afford this house" or "should I pay off debt or invest"?
1
Personalize Your Financial Assessment
First, you decide how you would like to receive your free assessment: either by a recorded video sent to you or by a in-person or virtual meeting.
​
Then, we'll ask what specific questions you want answered. After that, you just input some basic information, and your work is done.
2
Advisor Reviews Your Questions & Information
Once we've received notice that you've submitted your assessment, one of our advisors will review the information you provided.
​
​
They use this information to supply you with an assessment of your current financial position as well as answers to your specific questions.
3
Receive Your Assessment Results & Answers
Once the information has been received and reviewed, our advisor will deliver the assessment catering to your preferences.
​
If you chose to receive a video, you can expect an assessment within a few business days. If you chose a meeting, you'll receive your assessment in that meeting.
Elements Financial Planning Stystem
What's Elements?
Think of Elements like going to the doctor. Before they dig deeper on specific issues, they check your heart rate, blood pressure, and more. We do the exact same thing, but for financial health indicators.
