Our favorite Financial Planning tool!
The Elements App….our favorite Financial Planning tool.
Elements is a set of financial indicators that give us an overall view of the key areas of your financial health. These measurements help us to answer questions like:
Are you taking the right amount of risk?
Do you have the right mix of assets?
How much wealth do you need to make work optional?
Are you using your income wisely?
You can think of the Elements much like vital signs at a doctor’s office: they help us figure out how you’re doing financially and in what areas we should focus our time to help you progress towards your goals. Ultimately, Elements will help us ensure that you’re set up for success and that you’re making improvements in your financial health.