For families who want to build and preserve wealth, Seven Elements offers a proven values-based wealth planning approach to build a richer life.
Living a fulfilled life now is as important as planning for the future. We use The Seven Elements of Wealth to build personalized financial strategies. The planning conversation balances your lifestyle now with future goals. We help you build wealth beyond money—considering other facets of your life like family, community and your legacy.
Making a difference in the community
Meaningful connection with your family and your friends
Work that aligns with your values, passions and many talents
How your body looks, feels, and functions
Satisfaction and comfort with your income and savings goals
Living life’s adventures
Your place for peace and security
We understand the fear and anxiety that money conversations may cause. We give you peace of mind with a proven process that covers all of the bases.
We begin by getting to know you, understanding your goals and financial needs, and building a relationship so that together we can make the financial decisions and life choices that allow you the freedom to live your best life now while taking you where you want to be in the future.
At Seven Elements, we clarify your life goals to craft a customized wealth plan to help you make informed...
We consider ourselves stewards of your wealth and part of that stewardship is working with you to set clear...
A comprehensive insurance assessment is an integral part of the 7 Elements wealth planning process. We assess your financial...
You work hard for your money and our team of professionals make sure your money works hard for you...
'Your advice over the years has gone a long way. Your friendship is solid. Your advice is like no other. I appreciate everything you and Karine have done for me. I’m living the dream because of you guys!'