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A Look Into Our Process

A Look Into Our Process

At Element Wealth Advisors, our firm’s process is designed to specifically help clients visualize the path to reaching their financial goals and lessen their concerns through careful financial planning. Our team developed an educated, authentic, and caring approach with a high level of customized service to you since the inception of our firm. We are excited to bring this knowledge and service to help clients achieve their financial goals.

Through our commitment to exceptional care, we have established a time-tested three-phase process to guide our clients through their financial planning journey:

Phase 1

Identify & Prioritize Objectives

We’ll discuss our process and establish your priorities for the goals and objectives in your future.

Phase 2

Collect Data

We’ll review your important documents, such as investments, taxes, insurance, and retirement plans, to understand your big picture.

Analyze Data

We’ll look at all aspects of your financial life and how they fit together, so we can see where you need to make changes.

Goal Development & Strategy

With a clear picture of your financial life in mind, we’ll deliver personalized advice to help you reach your goals.


We’ll decide how to work together and bring your plan to life with the products and services that are right for you.

Phase 3

Planning For Life

We’ll regularly review your progress and adjust your plan to keep you on track with your goals.

An Investment Philosophy With Integrity

An Investment Philosophy With Integrity

Our team of experienced professionals believes our success is ingrained into our investment philosophy. Together, we are planning for life, and this inspires us to perform at a premier level and build strong, long-lasting relationships with our clients. It is a privilege to know our clients entrust us to invest their financial assets to achieve their dreams. When working with you, we strive to listen to the concerns and needs of our clients. If you feel that our process aligns with what you may be looking for in a financial partner, please feel free to contact us and we will be happy to answer any questions you may have about our financial planning process.

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