One Plan,
One Platform.
Secure Your Financial Future.
Knowledge, Tools, and Personalised Support for Taking Control of Your Financial Destiny
BOOK YOUR FREE SESSION
Take The First Step Towards Achieving Financial Freedom
Managing your finances can be overwhelming. But with Capital Elements, it doesn’t have to be. Our expert advisors are here to help you navigate your unique financial situation and achieve your goals.
At Capital Elements, we understand that every individual has different financial needs and priorities. That’s why we provide personalized guidance to help you make the best decisions for your specific situation. Whether you’re looking to save for retirement, pay off debt, start a business, or simply make better financial decisions day-to-day, we have the knowledge, tools, and personalized support you need to succeed.
Ready to experience personalized financial guidance for yourself? Schedule a FREE introductory meeting with us today. During this meeting, we’ll get to know you and your financial needs, and provide a high-level overview of our services.
Hurry – our introductory meeting slots fill up quickly.
Don’t miss your chance to take the first step towards a brighter financial future. Schedule your complimentary consultation today.
WHAT WE OFFER
CFP® Certified Fiduciary Advisor, Personal Finance Coach & A Personal CFO Packaged Into One
Financial Advisor
Financial Coach
Personal CFO
HOW IT WORKS
All-in-One Solution
to Manage Personal Finances
Financial planning shouldn’t be intimidating. We offer fun, easy to understand and interactive modules to be done on your own time, at your own pace
- A holistic view of your yearly income sources
- Auto-generated budgets based on the average spending to help you manage spending
- Up-to-date information and the ability to better control your financial activities
- Feel more educated, confident and in control of your financial future
- Navigate the complexity of financially moving at all stages of your life
Regardless of where you are in your financial journey, We have the tools that are easy, useful, and relevant to your personal goals.
WHY WORK WITH US
Say goodbye to financial stress
With Capital Elements as your personal CFO, you’ll no longer have to worry about managing your personal finances. We take care of everything so you can focus on what really matters in your life.
Achieve financial peace of mind
Our team of expert financial advisors and coaches will work with you to develop a customized financial plan that fits your unique needs and goals. We’ll help you achieve your objectives and ensure that your financial future is secure.
Expertise at your fingertips
With Capital Elements as your partner, you’ll have access to a team of financial experts who can provide guidance and support whenever you need it. We have the knowledge and experience to help you make informed financial decisions that will benefit you in the long run.
Simplified financial management
Our goal is to simplify your financial management and make it as easy and stress-free as possible. We’ll provide you with the tools and resources you need to manage
Save time and energy
By entrusting your financial management to Capital Elements, you can save yourself valuable time and energy. You won’t have to spend hours each week managing your finances, which frees you up to focus on other important aspects of your life.
Holistic financial management
Our approach combines financial planning, coaching, and personal CFO services to provide you with a comprehensive solution for your financial management needs. We look at your finances as a whole, not just individual aspects, to ensure that your overall financial health is strong.
OUR COACHING PROCESS
Get your FREE 14 Day Trial
Capital Elements is here to help you with all your financial needs. With our Blueprint offering, you will:
- Cover all your financial concerns with our experts at your own pace
- 1-on-1 review every quarter with a dedicated CFP® Professional
- Monthly personal finance record reconciliation
- Unlimited direct messaging with dedicated team
- Focused planning and actionable insights
- Educational articles & videos
- Investment management (coming soon)
2/3 of Americans are anxious about their finances
We Help You Through All Stages Of Your Life
FAQS
Capital Elements was founded with a mission to “democratize access to financial planning” and to provide structured solutions to all individuals irrespective of the level of income.
We believe that each individual is unique, and our process is based on the approach that each individual needs a unique plan to achieve their aspirations.
Making long-term plans financing the way you want to live your life takes time and is an area most financial planners do not address unless the client is a High Net Worth Individual. At Capital Elements, we created our core offering “The Blueprint” to address this problem and are committed to providing financial planning solutions that positively impact all individuals irrespective of income level and without any obligation.
Financial services have complicated over the years and there are so many offerings with so little guidance. Our process is designed to help our members engage with us in deep and sometimes uncomfortable conversations to discover your goals and aspirations, and to create a process to build the financial “elements” needed to realize those goals and aspirations.
Then we bring in the “duty of a fiduciary” to develop, execute and monitor the game plan that fits you.
You can access the portal 24*7*365 and all your questions will be answered within 2 business days
We are serving any client that is designated as a US Person, irrespective of Income or Asset levels. In today’s remote first world we believe in using technology to connect with experts that can help you without any geographic restriction. Our objective is to provide you with both the guidance and the tools to secure your financial future without putting life on hold.
You can cancel your monthly membership anytime, with no fees. If you’ve paid quarterly or annually, we’ve discounted your membership costs because you’ve made a quarterly or one-year commitment to learning how to become a financially free (thank you!). We expedite engagements at the beginning for such programs and If you decide to cancel your quarterly/annual plan, you will not be refunded for the remainder of the time. However, your membership will not auto-renew for the following period.
Your lead contact at Capital Elements will be a Certified Financial Planners®, the highest level of credibility in the industry (more on that here). This means your dedicated resource lead have met intensive education, training and ethical standards and are equipped to help members with all aspects of their finances in a capable and trustworthy way. In addition to your lead contact we assign a team to address your additional needs.
Yes! Based on your membership tier your dedicated lead contact or assigned staff member will be available via chat/messaging. We do a quarterly review via Video Conferencing and can be scheduled as per your convenience.