Life's financial journey has twists and turns and everyone can benefit from a roadmap or a GPS system to help them get where they want to go. Wherever you are on the journey, whether just starting out in your working life, focused on taking care of your family, anticipating retirement, or enjoying the fruits of your labors, Financial Elements can help.
A boutique, fee-only financial planning and investment advisory firm in Chicagoland, we'll help you determine your priorities and map a route that will work today and long into the future.
A boutique, fee-only financial planning and investment advisory firm in Chicagoland, we'll help you determine your priorities and map a route that will work today and long into the future.
Services
Have you saved all your life and need assistance withdrawing from your investments efficiently?. In our work with clients, our objective is to integrate dollars and cents with common sense and compassion. We'll help you determine what financial stability means to you and design the best plan for you, ensuring that all the pieces and parts are working together, in sync with your goals and dreams.
Brenda Knox, Founder and President of Financial Elements, Inc., has been a fee-only financial advisor for more than 24 years, and has helped hundreds of clients plan their financial lives. Her passion is developing long-term relationships with her clients and tailoring her services to their individual needs, including investment management, retirement and social security planning, cash flow and savings, insurance, estate, and college planning.
The first step in setting up your financial journey GPS is to discuss your short and long term goals so that we can prioritize them. Next we will identify and organize the resources you have available to meet those goals. We'll talk about your tolerance for risk and your time horizon, then review your current investments in detail and your current and potential savings.
We've made a pledge to our customers to put them first in everything we do. At Financial Elements, we are dedicated to going the extra mile to ensure your financial journey is filled with purpose and success. I am Fee-Only and will always act in your best interest. It is my guiding principle and fiduciary duty.
2021 - Brenda will be a presenter for the Harper College Educational Foundation Retirement Readiness online seminar in March. There will be breakfast followed by a presentation titled "Aging With Dignity and Grace". Amy will talk about how to leave a legacy and important documents to have in place to ensure your wishes are honored.
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