For over 20 years Carl Richards has been focused on the art of financial planning: helping real financial advisors have conversations with their clients so they get meaningful outcomes.

What he didn’t know is that just over the mountain ridge from him, Reese Harper and the team at Elements have been building something that puts the science of financial planning at advisors’ fingertips – a tool that facilitates rather than distracts from the meaningful conversations advisors need to have with clients.

And now the art and science of financial planning are coming together as Carl Richards joins Elements as Chief Evangelist.