Welcome to Financial Elements,Inc. - Integrating Dollars and Cents with Common Sense and Compassion
Thank you for visiting the website of Financial Elements, Inc. a boutique Fee-Only financial planning and investment advisory firm located in the Northwest suburbs of Chicago. If you’ve come here searching for a financial planner, please take a few minutes to learn about my services. Be sure to also check out my Essential Elements blog under the News tab. My philosophy centers on providing the level of financial planning advice that you need whatever your stage of life. Whether you are just starting out in your working life or enjoying retirement you can benefit from financial planning. I offer comprehensive financial advice tailored to your individual situation. I encourage you to consider what financial stability means to you and let me help you design a plan to meet your goals. My focus is on helping you align your financial resources to best meet your current needs and plan for your future. The financial planning process will help you prioritize and define your life goals and create the roadmap to help you achieve them.
Mapping out Life’s Journey
I like to compare financial planning to mapping out a trip. When you sit down to plan your trip you need to have a good map, you need to prioritize the sights to see, the money you’ll spend, and the time that you can be away. You might like the quickest most direct route, or you might like the more scenic meandering path. It might depend upon how much time you feel that you have to get to your destination, and how much time you’d like to invest along the way. You’ll map your route carefully, add in a little extra time for traffic jams and flat tires, and enough flexibility to be spontaneous and smell the roses. Sometimes you’ll want to drive, other times you might have someone do the driving for you. A wrong turn can be a setback, but a good map will get you back on course in no time. A successful trip is one where you enjoy the journey as much as the destination.
Let Financial Elements guide you on YOUR journey.