Elements 5 identifies financial planning opportunities so you can reach your highest wealth potential.
Our Services
Financial Planning
Elements 5 collaborates with you to create a financial plan according to your values, financial needs and desired lifestyle. We use planning strategies tailored to your phase in life and stage of wealth that can meet your financial objectives.
Investment Management
Elements 5 considers your entire financial picture to design and manage your investments. We identify the risks to your Portfolio and employ tax and other planning strategies to customize an investment strategy that can meet your objectives.
Equity Comp Analysis
Incentive compensation like employee stock grants, RSUs, and options may represent a large portion of your net worth. Elements 5 can help you maximize value, reduce Portfolio risk, manage tax consequences and ascertain forfeit values.
How We Help Our Clients With Financial Planning
“In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”
—Theodore Roosevelt
Elements 5 Investment Management clients feel confident to do the right thing, because we educate and guide them through the financial planning process:
As a Fiduciary
Elements 5 is independent—we only work for our clients by giving financial advice, preparing financial plans and managing investments. Elements 5 is a fee-only advisory firm—we are paid solely by our clients and do not receive commissions or referral fees from anyone. Being independent and fee-only allows us to provide unbiased financial advice as a fiduciary to all our clients.
By Considering the Costs
Important decisions have associated costs, whether in money, time or emotions. Elements 5 carefully considers the cost impact associated with the financial advice and solutions we give our clients. We educate our clients on these costs, so they can make informed financial decisions.
Using Advanced FinTech
Elements 5 uses a cutting edge online financial planning platform and powerful investment analysis software to create financial plans and manage investments. We can analyze your entire financial picture and tell you exactly where you are, determine where you will be and advise you on how to get where you really want to go. With our financial technology, clients can track their investments and the daily performance of their financial plan, and feel comfortable their financial objectives can be met.
We work to understand your goals, risk tolerance and current situation to build a custom plan.
Our Process
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Examine financial position
Aggregate all your financial accounts into one place. Your financial position calculates in real-time. -
Set Goals
Share what’s important to you. Your plan will reflect your values. -
Measure Progress
Planning is an ongoing dynamic process. As your needs change, we adjust your plan.
Get a Second Opinion About Your Financial Plan
Schedule a meeting with us for a second opinion on your investment strategy.
Quotes
What Clients' Can Expect
Together, we’ll explore your short term financial objectives, long term life goals and your core values. Elements 5 provides you with a customized financial plan that we can help you implement and monitor with ongoing advice. We can implement your investment portfolio solution through our investment management service. We explain the rationale for our advice, so you feel confident to implement the recommendations. Clients receive online access to a leading financial planning software platform that Elements 5 uses to gather data, perform analysis, make recommendations and monitor the plan which updates daily. Clients can track their financial plan, while Elements 5 manages it.