Elements

Come check out the One-Page Plan! https://hubs.la/Q01D_nD60 #fintech #fintechsolutions #financialadvisor #wealth #wealthmanagement #money #finance #financialplanner #financialplanning

Are your clients saving enough? Sr shows how much of your client's income is being saved for future expenses, emergencies, & retirement. Low 5–10%, Typical 10-20%, High 20-30%. How are your clients' scores? Learn more: https://hubs.la/Q0315WRp0 #fintech #financialadvisor #wealthtech #finance

Jordan Haines, CFP® unpacks the connection between theory and experience, showing how testing ideas leads to wisdom. Tune in to explore frameworks like Jobs to Be Done and why curiosity drives growth. Don’t miss this episode full of actionable insights! https://hubs.la/Q03100hR0 #ProfessionalGrowth #FinancialAdvisors #TheoryToAction

Sneak peek! The Elements of Money simplifies real-world financial decisions. Join Reese Harper and Abby Morton, CFP® as they show you how to use the Elements Vitals Framework to evaluate emergency funds, savings vs. investments, and how much liquid cash you really need. Don’t miss it! https://hubs.la/Q030nxRS0 #FinancialPlanning #FinancialAdvisors #EmergencyFund

What percentage of your clients' total investable assets (including personal cash and investment accounts) are allocated toward equity investments? Equity Rate easily reveals this. https://hubs.la/Q0302_Tq0 #fintech #financialadvisor #wealthtech #finance

The Elements One-Page Plan: a breath of fresh air in a world of complexity. A simple, clear snapshot of what actually matters to your clients. It is financial planning, simplified. #FinancialAdvisors #FinancialVitals https://buff.ly/3ZFAFRA

Jordan Haines, CFP® and Abby Morton, CFP® explore how identifying employees’ financial pain points boosts engagement in employer-sponsored coaching. Learn how to build trust, drive action, and deliver real value at scale in this insightful Elementality episode. Don’t miss it! https://hubs.la/Q02_Dqmj0 #FinancialCoaching #EmployeeEngagement #Elementality

For business-owner clients, Business Term shows how long they can live off current business equity in a snapshot. Essential for understanding financial health and future steps for business owners. https://hubs.la/Q02_j91Y0 #fintech #financialadvisor #wealthtech #finance

#FinancialAdvisors are like the doctors of personal finance. And now we can measure, monitor, and benchmark financial vitals with Elements. #FinancialVitals https://buff.ly/3BkM5Qq

How long could your clients live on their current assets? Total term gives you a quick estimate of the number of years a client could live on their current assets at their current lifestyle if neither changed. https://hubs.la/Q02-NzrG0 #fintech #financialadvisor #wealthtech #finance