Let's Address the Financial Elephant in the Room

Financial planning built around your values

Money is more than numbers on a page. It is about living with clarity today and preparing responsibly for tomorrow. As an independent, fee-only fiduciary registered investment advisory firm, Elephant Corner Financial helps entrepreneurs, medical professionals, and their families make informed decisions about their finances.

We take a comprehensive, holistic approach to financial planning, integrating education, thoughtful guidance, and open conversation, without judgement. Our role is to act as a partner in helping you align your financial strategies with your values and goals. 

• Organize and simplify your financial life

• Explore strategies to keep more of what you earn

• Plan responsibly for education, retirement, future goals, or legacy needs

• Work with a planner who acts in your best interest

Do You Have a Financial Plan?

Schwab's Modern Wealth Survey conducted in 2021 has found that only 33% of Americans have a written financial plan! That's just one in three people.

A financial plan isn’t a binder full of charts, it’s a series of conversations that give you:

• Clarity about where you stand today

• Direction for the decisions ahead

• Confidence that you’re on track for tomorrow

At Elephant Corner Financial, every client starts with a plan. We dig deep: retirement, taxes, education expenses, estate, cash flow, risk, so you can see the full picture and know exactly what steps to take.

Our mission is simple: to help more families move from uncertainty to clarity with a plan that actually works.

Investment & Retirement

Secure Your Financial Future

Gain valuable insights into investment and retirement planning. Our process focuses on educating our clients and providing resources designed to empower you with the knowledge and tools you need to make informed financial decisions. Whether you are growing your wealth for the future or planning for a secure retirement, we offer guidance tailored to your needs.

• Solidify your financial goals and timeline

• Discover smart investment strategies and retirement savings tips

• Create an executable plan that works for you

Elephant's Trail to Financial Success

Explore a sample of our services and see how we can support your financial journey.

Education & College Planning

Smart Education Decisions

With the ever-rising cost of education, many families struggle to provide their child with the best opportunities without putting their own retirement at risk. At Elephant Corner Financial, we apply strategies rooted in FAFSA and CSS Profile expertise to help families maximize aid opportunities while keeping long-term goals on track.

• Optimize income and assets for financial aid

• Save for education costs through tax-advantaged funds

• Balance education funding needs with retirement goals

Estate Planning & Risk Management

Safeguard Your Legacy

Our comprehensive services encompass estate planning and risk management tools to provide you with a robust financial safety net. Secure your legacy and protect your assets strategically ensuring you have the right solutions that fit your needs and mitigate financial risks.

• Protect your assets for future generations

• Reduce your risk through sufficient protection

• Gift yourself peace of mind and financial security

Cashflow

Optimize Cash Flow

We are passionate about helping you achieve financial balance and control through carefully designed cashflow management techniques that work for you. We provide strategies and tools to help you track your income and expenses, establish realistic financial goals, and create a sustainable path.

• Set clear financial goals and milestones

• Gain confidence in your ability to manage money

• Align your money with your life's goals and priorities

Tax Planning

Leverage Your Options

Most tax work looks backward at what already happened. We like to plan for the future. At Elephant Corner Financial, we focus on tax planning to forecast tax impact and then work with your tax professional to implement strategies to optimize opportunities.

• Identify opportunities to reduce tax liability

• Coordinate with your tax professional to ensure alignment

• Evaluate business and investment strategies with tax impact in mind