At Seven Elements, we serve professionals who are busy in their own practices and need help to protect their financial well-being. Despite the security of consistent income, professionals often put off planning for the future.
We understand your complex needs. At Seven Elements, we can help to provide security and grow your personal wealth.
What is a Wealth Plan?
Your Wealth Plan is a long-term strategy that puts your financial and personal aspirations into focus. It can help you determine how much you need to save for retirement, your legacy for the future and the right strategies to protect your wealth today. A comprehensive wealth plan can also help address your concerns as a professional like how you’ll fund your retirement and protect your wealth in the event of the unexpected.
As you continue to work toward your goals for the future, we’ll work with you, your family and your other trusted advisors to create a Wealth Plan for the long term. Even if you don’t have all the answers today, we can help you determine where you are on your “road map” and the direction you need to take to arrive at your goals. As your financial situation changes, we’ll keep your Wealth Plan up to date so you always have a clear path to reach your goals.
Can you keep me informed of my planning opportunities and various financial strategies because I don’t have time to research it myself?
At Seven Elements, we specialize in helping professionals through the planning maze. Working alongside your other trusted partners, we help you maximize your savings, investment growth and identify opportunities to minimize taxes.
How much money should I allocate on a yearly basis to pay off my student loans?
Most young professionals begin their careers with some level of debt. A tenet of financial planning is to pay down your most expensive debt first. Our Wealth Plan will help strategies reduce your debt and increase your net worth year over year.
I’m a busy professional and find it hard to keep track of my finances. Can you help?
We simplify your finances for you. At Seven Elements, we work as your personal finance office, helping you stay organized and optimizing your personal financial matters. Whether it’s wealth planning, investment management, insurance and estate planning or coordinating with your accountant and other professionals, you have peace of mind in knowing we take care of all of your financial needs.
