Seven Elements Wealth Planning was founded based on helping people achieve financial peace of mind through mindful wealth planning. Our plans help unlock value so you can live life by design – for reasons that matter to you.
Living a fulfilled life now is as important to you as planning for the future. Our team of experts uses 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.
Our process is dedicated to helping our families understand their current reality and clarify their future goals and vision. Once we have formulated a clear picture of their needs and wants, we determine how to best utilize their assets and opportunities to close the gap that lies between where they are now and where they wish to be. In short, our families define what they want their financial plan to look like, not us. The resulting plan will play a significant role in dictating our approach to growing and preserving their wealth.