Case Study





  • 20 minute call to answer questions, assess your objectives and determine if we are a good fit. If agreeable we move to the next phase 
  • Receive "get organized" form along with invitation to set up elements app and financial education platform. We will assist and getting you onboarded and setting up your subscription.(1-2 weeks) 
  • On discovery call we will get to know you and your objectives and review your financial data to assess initial steps/recommendations(2-3 weeks) 
  • On delivery Meeting we will review our recommendations and initial action steps with you. 
  • We will work on moving over any assets and making sure all software is in place for future planning.(1-2 weeks) 
  • You will receive a financial progress report from the elements app with videos updates as needed and unlimited phone/email support. 
  • We have a 3 proactive annual meeting cadence you will get links to schedule. They will be early, mid and end of year. You will also have unlimited phone and meeting access outside of that.

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