What We Do
Questions Come Up. We Believe Everyone Should Have Someone To Help.
1.
Cast Vision & Get Organized
We begin with a 90 minute meeting to establish your vision, goals, & opportunities & take inventory of your current financial situation. Don’t worry, this conversation is not a beatdown where we expect you to have statements & spreadsheets prepared. We want to meet you where you are & help you get to where you’d like to be. It’s as simple as that.
2.
Review Your Action Plan
After our first meeting (Cast Vision & Get Organized) we build & deliver to you a concise snapshot of what you said you are wanting to accomplish, where you are now, & the action items you need to begin taking to get from here to there. In this second 60 minute conversation we come together to talk over that roadmap together. We’ll answer your questions, talk through practical steps, & ensure you’re equipped to to take action.
3.
Office Hours
Questions come up. Life changes. Opportunities arise. We host 90 minute open Office Hours twice per week to field the questions you have & be a source to bounce ideas off of. Don’t have any particular questions but just want to continue learning? Feel free to join & just listen in to the Q&A. Want to pick our brains? Consider us your mental banjo & pick away.
4.
1-On-1 Deep Dives
Have a little more on your mind than usual & want a dedicated 1-on-1 conversation? We are available for our Members at an hourly rate (available to be booked in 15 minute increments). For the best results, before each financial checkup, make sure your Elements® app is up to date. This will help the conversation be more personalized & data-driven.
Our job is to help you align your money with what’s important to you.
Efficient | Effective | Intentional
We help you navigate the decisions, opportunities, and obstacles that you will face so your money is used efficiently and effectively for what is important to you.
Our role is to help where your life and your money intersect. We serve as a guide to help you make intentional decisions to align your money with your life.
Financial Organization
Net Worth Tracking
Business Startup & Growth
Cash Flow Planning
Insurance Optimization
Estate Planning
Debt Management Strategy
Real Estate Strategy
College Planning
Tax Questions
Home Purchasing
Introduction to Professionals