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?
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.
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.