A drawing can define simplicity
What we try to do at Elementary Financial is to simplify what may have become complicated and in doing so we have found that if we draw what we are thinking, the advice, then it becomes easier to understand.
If we see it, ideally and generally we understand it.
This will apply to most areas of advice that we provide. The design, the illustration really acts as a map. It shows us what you have, what we would like to do and how we go about it. If the advice is more complex, then it will have greater detail.
So, the design is generally created after our initial meeting, discussed and refined as we continue to research and learn more about you. We like to discuss this with you prior to moving forward as it is an important step in establishing peace of mind.
Remember, just like financial advice, you can’t design it all at once. But what it allows is a foundation for us to move forward with the peace of mind you know what we are doing and the difference it is going to make.
Let's have a coffee and a chat...
as this is the first step at Elementary Financial. We'd love to get to know you, then we can talk about what we need to do...