This is your chance to meet with a CFP® professional for 30 minutes to discuss your most pressing money challenges. And the best part, it’s complimentary!
How it Works
Schedule a 30-minute complimentary Financial Scorecard Review via Calendly. It’s like an intro call, but packed with valuable insights!
Download Elements Mobile App: Input information and measure your financial health through a scorecard of key financial indicators. Available on iOS and Android.
During the meeting, Nick will review your Elements scorecard (see more below) and address whatever pressing money questions you have. You may also choose to not share any financial information or download the app before the meeting, that is totally fine!
Nick will email you a summary of your discussion.