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How Our Process Works for You

Client Centered

Piecing together the elements to a complete financial plan can be a complex and intimidating endeavor, but at Elemental Wealth Group we make it easy. We break down your financial strategy in a way that makes sense to you. By working together as a team to develop your financial plan, you will have more confidence in your ability to reach financial independence.

The Initial Client Engagement Experience

Our initial meeting is about you getting to know us and understanding how our process can work for you. It’s also about us getting to know you, your financial situation, and your goals. We will then walk you through a quick exercise based on Nobel Prize winning research in economics1 to get an understanding of your tolerance for investment risk. With all of this information, we can then begin constructing a financial plan that is tailored to your needs.

Plan Recommendation

Plan Recommendation

We will meet again to discuss the comprehensive, personalized financial plan we have created for you. We will explain the strategy in a way that makes sense. You will then have the confidence to suggest any necessary adjustments to the strategy that you see fit. By the end of the meeting, our goal is to have a financial plan that is ready to be implemented.

Plan Implementation

Plan Implementation

Implementing the plan we developed together will not happen overnight. It is a process in itself. But you can rest assured that we will be there with you every step of the way. Over time, life happens and things will change. Our plan will be adaptable to these changes. But just as we developed your plan as a team, we must also form a mutual commitment to seeing your plan through together. Our first step will be to determine which parts of the plan to implement immediately, and which parts will be implemented over time.

Regular Progress Meetings

Our goal is to make your experience navigating the ongoing execution of your financial plan as simple and enjoyable as possible. We will communicate regularly and meet at least once annually, depending on your needs and circumstances. We are passionate about educating our clients throughout the process. You can feel free to ask us simple or complex questions, or bounce ideas off of us at any time. Do not hesitate to reach out to us about any aspect of your financial situation. We need timely updates about important changes. And, ultimately, we want to get to know you as well as we get to know your finances.

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