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Let's Build the Shortest Path to Your Financial Goals!
LET'S DO THIS
I'm excited to work with you to find and fix your biggest financial challenges.
This process will be 100% focused on you and your financial journey. You'll have my undivided attention, focus, and expertise.
Next Steps
Please, complete the following steps.
1
Create your Elements account using the form below
2
Check your email to download the app on your phone and sign in
3
Answer the short series of questions to help you enter your financial information
(tip: connecting your accounts via secure sign-in is the quickest)
4
Join your session (meeting link in calendar invite) from an environment where you feel comfortable discussing your finances
Download our invitation-only app.
Click this link from your smartphone to download
it for free.
Fill out your information.
You'll be guided through a series of simple questions to fill out your information to populate your scorecard.
Receive your financial assessment video.
I'll send you a 2-4 minute personalized video with insights on what you're doing well and opportunities for improvement.
That's it!
If you want to learn more after receiving your video, we can hop on a call to chat about working together further. No pressure or obligation, though. You'll still have a few tips and confidence in your next steps with your money.