The veteran financial planner, renowned columnist and two-time author brings his aligned vision for deeper, more philosophical financial planning to the company
SALT LAKE CITY, August 31, 2022–(BUSINESS WIRE)–elementsa mobile-first, client-centric financial monitoring platform, announced today that longtime financial planner, author and new york times’Sketch Guy columnist, Carl Richards, CFP®, has joined the firm as Chief Evangelist. Richards has over 20 years of financial planning experience and is a behavioral finance expert who can convey complex financial concepts with just a pen and paper.
richards weekly column appeared in That New York Times for more than a decade and he has written two books: The One Page Financial Plan: A Simple Way to Be Smart with Your Money and The Behavior Gap: Easy Ways to Stop Doing Stupid Things with Money.
“I’ve been very focused on developing ways for financial advisors to have really meaningful conversations with their clients, which I believe is the right thing to do The art of financial planning‘ said Richards. “When I first learned about Elements at Reese, I was intrigued by the elegantly simple way they enable advisors to objectively measure their clients’ financial vitals to enable deeper, more impactful conversations at scale.”
Elements has created an easy-to-use mobile app for modern clients to quickly enter their financial details so financial advisors can have targeted conversations with them using 12 key financial vital signs, one for each major area of personal finance, no matter net worth of the customer, including savings, taxes and burn rate.
“We founded Elements to create a new, simplified way to approach financial planning while making the entire experience enjoyable for customers,” he said Reese Harper, CFP, CEO, elements. “Adding Carl’s unique insights and his ability to distill difficult concepts into easy-to-understand terms will be an invaluable tool for advisors and further our mission for advisors to achieve efficiencies while having meaningful conversations with clients.”
Elements closed its successful seed fund round in November with $4 million, including investments from: Kickstart Fund, Venture Capital, Grand Ventures, Forward VC, Dan Wiener, Tyler Hogge and Dave Grow. Elements will be working on its Series A in the coming months.
For more information about Elements and to book a demo, click here here.
Elements, a financial monitoring platform, simplifies financial planning while reducing the cost for advisors to acquire and serve clients. Elements drives better behavior for clients who promote financial health by displaying digestible pieces of critical financial data, including debt, savings, expenses, insurance, investments and more, which become the building blocks of a comprehensive, easy-to-monitor financial plan. The Elements Scorecard provides advisors with a way to quickly and easily capture key client data and present a holistic picture of their financial life in a tangible and understandable way. Visit getelements.com for more information.
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