Jordan Haines, CFP®

The Elements One-Page Plan

Jordan Haines

One-page plans are a good way to distill the most important information for a client and simplify their financial life in a way that highlights the most important things to work on. The Elements’ one-page plan is a simple way to provide value in a fraction of the time.

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Use the Elements Financial Wellness System to stand out, protect your fees, increase participation, and screen for great-fit clients.

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