From Scattered & Confused to Clear & Empowered
Independent, fee-only fiduciary financial planning for busy professionals, business owners and medical practitioners. Based in Vermont, serving clients nationwide and beyond.
Live fully today while building a meaningful tomorrow.
The Elephant Corner Difference: From Overwhelm to Integration
Where you might be today - a.k.a. before Elephant
Finances feel scattered across multiple accounts and professionals
Uncertainty about whether you are on track or even where you stand financially
Too many things demanding attention leaving you to manage the whole picture
Accountant prepares tax returns without forward tax planning
Investment advisor manages funds and conversations center on returns only
Lack of clarity makes it hard to commit confidently to financial decisions or what optimal might even be
You are doing all you are supposed to, questioning if it's the right thing or what's your best next step
Where you'd like to be - a.k.a. with Elephant
Your finances are organized and integrated into one clear plan
You know exactly where you are, what you have, and what needs to be done to hit your goals
Clear priorities and a coordinated strategy across all financial areas
One person who knows your whole financial picture and acts as your thinking partner
Decisions are made with confidence because you know how they fit into the bigger picture
You know you are on track and where each piece fits
You feel empowered to live fully today while building responsibly for tomorrow
Your finances are aligned with your values and you feel in total control to make change whenever needed
You are successful. You are a disciplined saver. You have a lot going on in every aspect of your life, including finances; multiple accounts, variety of goals ranging from retirement to travel and education, multiple income streams, tax considerations, estate and insurance questions. But here's the thing: no one is seeing the whole picture and it's up to you to put all the pieces of the puzzle together.
Your accounts are scattered across institutions. Your professionals, accountant, attorney, insurance agents, aren't talking to each other. All decisions are made in a vacuum, and you feel uncertain if these are the right moves. You know what you want and what you value, but have zero clarity about your finances.
That's the gap we close.
At Elephant Corner Financial, we help busy professionals move from scattered and confused to clear and empowered. We build comprehensive, integrated financial plans that bring together every aspect of your financial life: cash flow, retirement, taxes, education, estate, insurance, using values-based approach to prioritize and organize. One system that gives you clarity and empowers you to make decisions with confidence. We don't replace your team; we collaborate with them and work as your thinking partner.
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Let's explore whether an integrated financial plan can help you gain clarity, confidence, and peace of mind.
We focus on all aspects of your financial life, turning every rock we can find and looking underneath: your cash flow, tax situation, insurance coverage, education costs, student loan and other debt implications, estate plan alignment, retirement readiness, business considerations, and investments. We understand that your finances aren't separate from your life, they are an expression of your values and goals. Every recommendation starts with the question: What matters to you and what do you want?
How Is Elephant Corner Is Different
Comprehensive, Values-Based
While we manage our clients' investments and wealth, we are a planning-first firm. Every client engagement begins with understanding who you are at your core, your current financial picture, and what you're looking to accomplish. After we have clarity and build your plan is when we focus on investments, ensuring your portfolio reflects you, your values, and fits within the plan.
Independent, Fee-Only, Fiduciary
We don't sell products nor do we earn commission. We are compensated only by you, to work purely in your best interest. Every recommendation made is because we believe it's the right thing for you and will serve you. We are fiercely independent, giving us a free range to find the optimal solutions for you, fully aligned with who you are and what you value.
A Thinking Partner & Educator
Financial planning isn't a one-time event for us; it's an ongoing relationship. You get someone who knows you, understands your whole situation, cares about you as a person, and helps you think through your financial decisions. Whether it's a major life change or a decision about your investment strategy, you have a trusted partner in your corner. We integrate with your team, when you want, pull all the important aspects in one place and focus on giving you clear picture of what each piece of the puzzle means and why it matters. We collaborate, synthesize, educate, and make recommendations giving you full autonomy to make decisions.
Relational, Not Transactional
We work best with individuals and families who, like us, value relationships, want to live well today while preparing for the future, enjoy meaningful work and find time for play and fun. We are best aligned with busy professionals who are kind, thoughtful and self-aware, folks we genuinely enjoy spending time with. If you are looking for someone to understand your whole situation, see you beyond just numbers, and be your partner in building an organized, integrated, holistic financial life, we are your people.
Planning-First
Ready to move from scattered & confused to clear & empowered?
As Seen In
Do You Have a Financial Plan?
Schwab's Modern Wealth Survey conducted in 2021 has found that only 33% of Americans have a written financial plan! That's just one in three people.
A financial plan isn’t a binder full of charts, it’s a series of conversations that give you:
Clarity about where you stand today
Direction for the decisions ahead
Confidence that you’re on track for tomorrow
At Elephant Corner Financial, every client starts with a plan. We dig deep: retirement, taxes, education expenses, estate, cash flow, risk, so you can see the full picture and know exactly what steps to take.
Our mission is simple: to help more families move from uncertainty to clarity with a plan that actually works.
Investment & Retirement
Secure Your Financial Future
Gain valuable insights into your retirement. Our process focuses on educating our clients and providing resources designed to empower you with the knowledge and tools you need to make informed financial decisions. Whether you are growing your wealth for the future or planning for a secure retirement, we offer guidance tailored to your needs.
Solidify your financial goals and timeline
Discover smart investment strategies and retirement savings tips
Create an executable plan that works for you
Elephant's Trail to Financial Success
Explore a sample of our services and see how we support your financial journey.
Education & College Planning
Smart Education Decisions
With the ever-rising cost of education, many families struggle to provide their child with the best opportunities without putting their own retirement at risk. At Elephant Corner Financial, we apply strategies rooted in FAFSA and CSS Profile expertise to help families maximize aid opportunities while keeping long-term goals on track.
Optimize income and assets for financial aid
Save for education costs through tax-advantaged funds
Balance education funding needs with retirement goals
Estate Planning & Risk Management
Safeguard Your Legacy
Our comprehensive services encompass estate planning and risk management tools to provide you with a robust financial safety net. Secure your legacy and protect your assets strategically ensuring you have the right solutions that fit your needs and mitigate financial risks.
Protect your assets for future generations
Reduce your risk through sufficient protection
Gift yourself peace of mind and financial security
Cash Flow
Optimize Cash Flow
We are passionate about helping you achieve financial balance and control through carefully designed cashflow management techniques that work for you. We provide strategies and tools to help you track your income and expenses, establish realistic financial goals, and create a sustainable path.
Set clear financial goals and milestones
Gain confidence in your ability to manage money
Align your money with your life's goals and priorities
Tax Planning
Leverage Your Options
Most tax work looks backward at what already happened. We like to plan for the future. At Elephant Corner Financial, we focus on tax planning to forecast tax impact and then work with your tax professional to implement strategies to optimize opportunities.
Identify opportunities to reduce tax liability
Coordinate with your tax professional to ensure alignment
Evaluate business and investment strategies with tax impact in mind
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