The One Page Plan

Otherwise known as comprehensive financial planning.

Join us virtually.  No directions, no traffic, no parking.

Plan will align with your priorities; investments will serve your goals.

Includes:  tax planning, insurance (risk management), employee benefits, education planning, retirement, social security optimization, budgeting, credit & debt management, basic estate planning.

Twice annual meetings for maintenance, monthly check-ins (as needed), additional consultations when financial circumstances change.

Always available by phone, email, or text.

We do not require you move your investments under our management but can provide that service.  We use Vanguard funds as often as possible.

You can try out our planning portal HERE.

Download the Elements financial monitoring app HERE.

No sales pitch. No numbers.

Just conversation about what is going on your financial life.