Starter

 

 

Steps

  • 20 minute call to answer questions, assess your objectives and determine if we are a good fit. 
  • Sign service agreement 
  • Receive "get organized" form along with invitation to set up elements app and financial education platform. 
  • Attend bi-monthly financial answer session as needed
  • Receive access to library of planning flowcharts and checklist
  • You will receive a financial progress report from the elements app plus access to other planning software. 
  • Receive annual planning video from CFP professional
  • You can upgrade your subscription at any time.

 

 

Elements Financial Planning app

Elements Financial Planning App allows you to see all your financial accounts in one place, track changes to your net worth, and monitor your financial health through key indicators we customize to your situation. 

 

Online Financial literacy Training

Access to a world class site to educate you and family on important topics
https://logosfg.enrich.org/

Bi-Monthly office hours

Access to CFP professional to answer client questions and review important topics.

Quarterly Progress Report

Sample Report Link

Access to Retirement Planning Software

Log In - Financial Planning Software - RightCapital

 

Schedule a Call
 

     

    Builder

     

     

    Steps

    • 20 minute call to answer questions, assess your objectives and determine if we are a good fit. 
    • Schedule discovery call where we will get to know you and your objectives and review your financial data to assess initial steps/recommendations
    • Sign service agreement
    • Receive "get organized" form along with invitation to set up elements app and financial education platform. We will assist and getting you onboarded.(1-2 weeks) 
    • On Delivery/Implementation Meeting we will review our recommendations and initial action steps with you. 
    • You will receive a financial progress report from the elements app and a video summary from our office. 
    • You will have unlimited access to our education library, office hours and email support. We will also send recommendations based on your scorecard. 
    • We will schedule an annual review meeting with you to update your plan.


    Schedule a Call