About Elements
Measuring What Matters, Your Financial Vitals
As a financial advisor, my first step in helping you get to where you want to be is to figure out how you’re doing today. To do this I use a set of financial vitals called Elements, which is very similar to the physical vitals (like blood pressure and heart rate) used by your healthcare provider.
Start Your Profile, We’ll Handle the Rest
To get started you’ll receive information to create your Elements profile and answer a few questions. I’m not expecting you to have every piece of information it asks right at your fingertips, so just try your best with what you know then I’ll help you fill in the gaps.
After completing the intake we’ll find some time to talk about what these mean for you.
Please don’t hesitate to reach out to me if you have questions or concerns.
Why Should I Care?
The Elements help us identify the things that are important to you, and they can help us quickly see areas where adjustments may need to be made. By having a clear understanding of where you’re at today, you’ll have a greater chance of success in the things that are most important to you.
What Is Elements?
Elements is a set of financial vitals that we use to understand how financially healthy you are. These measurements help us to answer questions like:
You can think of Elements like the physical vital signs measured at a doctor’s office. They give us an insight into how you are doing financially today and where to focus our time in the future.