We’ll proactively guide you on your wealth building journey.
We’ll coordinate your coop of outside partners and take the guesswork out of your financial growth.
Simple Management
We run point on your wealth strategy. You get holistic and coordinated advice from a multi-disciplinary viewpoint.
Simple Growth
We work personally with you to define your goals. Elements®, our new system, will prompt everyone to stay informed and on track.
Simple Communication
With a limited power of attorney, we can lead your team of outsourced advisors, freeing you up to sell more chicken.
What we offer
Financial Planning
Chick-fil-A specific financial coaching
Limited Power of Attorney used to engage your financial professionals directly
Proactive, monthly financial evaluations
Personal dashboard with continuous net worth tracking
Guided and tax-advantaged charitable giving
Debt management
financial planning
What we offer
Investment Management
Disciplined Investment Process
Evidence-based approach leveraging decades of Nobel laureates’ research
Low-cost, Globally diversified, and tax-efficient portfolios
Charitable planning
Performance reporting at your fingertips.
Vetted Private Equity Opportunities for Accredited Investors
investment management
financial planning
What we offer
Add-on Services
Tax Prep - Coordinated and simplified experience led by those who know your finances best.
investment management
financial planning
Element’s® reports will keep us on the same page, prompt regular conversations about your goals and progress, and offer objective data to help us make the best decisions for your finances.
