Schedule an Intro Call
- This free 15-minute phone call is about you, what you need help with, and whether scheduling a free review of your finances is the next right step.
Free Finance Review
- Set up your secure Elements account and schedule a free 60-minute meeting to review your financial situation. We believe that money is a tool to enhance your life, so we talk about why money matters to you and what you want to accomplish. We review your current reality and how you expect us to help, and we even help prioritize financial action items based on your unique situation. At the end of this meeting, one of two things will happen: either we part as friends and you have way more clarity on your situation, or we decide to engage in a professional relationship.
4-Month Planning Engagement
- This is the time to sign our engagement agreement, pay half our one-time $3,750 planning fee, and upload all your financial documents. This is a 4-month engagement where we analyze your documents, create your financial plan, and schedule meetings to review and implement together. At the end of the 4-month engagement, you will be invoiced for the remainder of the planning fee.
Ongoing Support & Advice
- Life is constantly changing, and your goals will, too. When new priorities arise, we’ll be here to make the adjustments that keep you on track. We’ve built a proactive system to stay on top of your planning needs by following an annual service calendar so you know what to expect and when. You can choose to engage us for an advice-only service, beginning at $1,500 quarterly, or professional investment management at 1% of assets under management.
