The Elements Financial Monitoring System™

United States - South Jordan, Utah

• 09/12/2021
• Seed
• $4,000,000

Like most successful advisors, you know how to help your clients make smart financial decisions. But as your business has grown, you probably haven’t had time to create the processes and tools required to scale a flawless experience for your growing book of business.

Elements is a financial planning system developed by our rapidly growing RIA to ensure our advisors could efficiently grow a large book without a drop in client satisfaction.

Now the EFPS is available to give you access to our:

Proven Processes
The EFPS enables you to consistently deliver proactive, holistic financial advice to your clients on a recurring schedule–at scale.

Easy, Elegant, Technology
The Elements app and planning tools are designed to make it simple to collect data, measure holistic financial health, and proactively engage with clients.

A Method to Show Ongoing Value
Elements provides fee-based planners with an innovative way to exhibit continuous value above and beyond conventional planning engagements.

Holistic Insights at a Glance
Elements helps you organize your clients’ financial data and then provides a simple snapshot of their key financial health metrics.

Stop Wasting Time Reinventing Your Planning Process
Book a time to talk with us today about how the EFPS can help you keep your clients happy as you grow your book at https://getelements.com

Related People

Reese Harper, CFP®Founder

United States - Salt Lake City Metropolitan Area

In 2007, I founded Dentist Advisors to help dentists make smart decisions with their money and achieve financial independence. Since then I’ve consulted with dentists across the country to help them reach their personal and business financial goals using a scientific, data-driven decision making methodology and technology I developed called Elements®.

Simultaneously, over the last several years, my team and I have been working to turn the Elements methodology into a turnkey system that can be used by financial advisors to provide a next-gen user experience and increased value for their clients.

The Elements Financial Planning System™ makes it simple for financial advisors to organize, and evaluate their clients' comprehensive financial data at a glance–enabling them to focus on the functional and emotional jobs that drive results for their clients.

LinkedIn https://www.linkedin.com/in/reeseharper/