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financial planning physicians

Money Management Academy for Physicians

Turn your income into financial freedom 

There's a better way to wealth. Get the guidance, tools, and money monitoring you need to live the life you want most.

Available on iOS and android

Improve Your Financial Health

Elements® financial monitoring software helps turn your income into wealth. Get powerful money insights and answers including:

  • Am I taking the right amount of risk?

  • Am I using my income wisely?

  • Do I have enough liquidity?

  • Do I have the right mix of assets?


  • When should I take social security?

  • How much wealth do I need to make work optional?

Get Free Access to Elements®

Signup and get access to the mobile app today.

Organize Your Financial Life 

Easily Measure and Assess Your Financial Health in Real Time

Automatically calculate and understand key scorecard ratios that help you assess your blind spots, strengths, and areas for improvement. 

Automatically and Securely Link Your Accounts

Easily link most of your bank, brokerage, Trust, or retirement accounts using the built in integration tool.

If the link doesn't work. Add it manually.

Your accounts will update daily to help you accurately measure metrics in key areas of your wealth.

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It's Like Having a Financial Advisor in Your Pocket

Understanding your total financial health is paramount to building and enjoying wealth

But, you may not be ready to work with a financial advisor. So what do you do? 

Use the the Elements financial monitoring app to get powerful insights that only a financial advisor could offer. 

Get Access to the Elements® 
Mobile App Today!

Signup and get access to the mobile app today.

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