FINANCIAL PLANNING
FOR ADVISORS
ADVISORS RARELY PLAN FOR THEMSELVES LIKE THEY DO FOR THEIR CLIENTS.
IT’S YOUR TURN TO BE THE CLIENT!
Values-Based Financial Planning:
Rediscover your identity outside of work. Align your money with your life values.
Your Significant Other:
Invite your Life Partner into money conversations. They need a financial guide if something happens to you.Business Planning Expertise:
Advisors are often Entrepreneurs with complex financial lives. We help manage each business with the end in mind.
WORKING WITH ELLEVATE ADVISORS
We prioritize Financial Planning for Advisors and their Families, Exclusively!
What to Expect
How We Charge
Min. Fee:
$7,000
We calculate Financial Planning Fees based on Complexity.
We provide flexible payment schedules including monthly or quarterly payments.
MEET YOUR ADVISOR:
BROOKLYN H. BROCK, CFP®, CEPA®, CHFC®, CKA®
Lead Financial Advisor
JONNY MOORE
PARAPLANNER