Process & Pricing

Our Process

At Elessar Financial, we’ve refined our process to bring structure, clarity, and confidence to your financial journey. From our first conversation to the moment your plan takes shape, every step is designed to help you make informed, values-aligned decisions with last impact.

  • Every client relationship begins with a conversation — a chance for us to understand what matters most to you. Whether you’re focused on:

    • Starting a family

    • Buying a home

    • Building or growing a business

    • Protecting your assets

    • Planning for retirement

    • Reducing taxes

    • Growing long-term wealth

    This first meeting helps us define where you are and where you want to go as we explore your goals, values, and financial landscape.

  • After we’ve met, our team begins building your customized plan. This includes an assessment of your current financial situation, goal alignment, and recommendations for improvement.

    During this phase, we’ll outline key strategies around:

    • Cash flow and budgeting

    • Investments and risk management

    • Tax-efficient growth opportunities

    • Protection and insurance planning

    • Retirement readiness

    • Estate and legacy considerations

    Your personalized plan forms the foundation for all future decisions — it’s the roadmap we’ll build together.

  • Once your plan is ready, we’ll review it together in a clear, actionable format covering the three main phases of a financial journey:

    • Acumulation

    • Preservation

    • Distribution

    We’ll walk through your recommendations at a high level and discuss how each element connects back to your goals.

    If you decide to move forward, you’ll officially become an Elessar Financial client. From there, we begin implementing your plan, introducing our specialists (such as CPAs, attorneys, and insurance professionals) as needed, and scheduling regular progress reviews to ensure your strategy evolves with you.

Pricing for Transparent & Scalable Planning

Our ongoing planning relationships are structured as a simple monthly membership. The monthly rate is determined by household income and complexity of needs, with most clients falling within a range of $150 to $500 per month.

Clients who maintain a qualifying level of assets under management with our team enjoy ongoing financial planning and advisory services at no additional cost.

All planning relationships begin with a one-time onboarding fee, which is credited toward your first month when you choose to continue as a client.

Services for Families & Individuals
Schedule Your Complimentary Call

First Steps

Our process begins with a complimentary call, where we’ll take time to get to know each other and for you to gain clarity on how we can support your financial success. During this call we will:

  • Introduce our philosophy and approach to financial advising

  • Walk you through our process from start to finish

  • Discuss your short- and long-term financial goals

  • Gather high-level financial details to build a preliminary strategy

  • Outline the next steps in working together

All introductory and preliminary planning meetings are provided at no cost, ensuring you have the time and space to make informed decisions with confidence.

We believe that great financial planning starts with trust, transparency, and a shared vision. Let’s begin building your path to financial security—together.

Schedule Your Call
Contact Us