One-Time Financial Plan

At Elephant Corner Financial, we offer a wide range of financial services tailored to your unique needs, as diverse as the African savanna. We invite you to explore it.

Savanna Wealth Strategies

Our Savanna Wealth Strategies provide a tailored approach to address your specific financial challenges. Whether you're facing a financial hurdle right now or simply prefer to focus on a particular aspect of your finances, our specialized services are designed to meet your unique needs. Choose from the options listed below to embark on a targeted financial journey. Please note that this option is ideal for those seeking specific solution rather than a comprehensive overview of their financial landscape and it's fabulously tailored for those that appreciate a DIY approach.

Elephant Corner Financial's Affordable Fresh Financial Kickstart

Cashflow & Budgeting

We understand that financial serenity begins with a well managed cashflow and budget. Our service goes beyond spreadsheets and numbers - it's about empowering you to take control of your finances, make informed decisions, and achieve your financial goals.

• Tailored budget system creation (yes even for those that hate budgets)

• Expense tracking plan

• Savings strategy that is easy, simple, and automatic

• Financial awareness

Benefits

• Achieve peace of mind and reduce financial stress

• Reach your short and long term goals

• Make informed decisions with confidence and clarity

• Manage your money better

• Build a more robust financial cushion

Debt Utilization & Management

We recognize that managing debt is a crucial step toward achieving financial well-being. This service is designed to help you gain control over your debts, use them strategically, and ultimately work toward a wealthier future. This particular service works really well with cashflow and budgeting, but it can work independently as well.

• Personalized debt assessment and analysis

• Strategic debt planning and utilization

• Debt repayment options and strategies

• Debt education and guidance

Benefits

• Gain the tools to make informed decisions

• Approach debt with confidence and a plan

• Learn how to optimize debt usage and when to use it

• Improve financial well-being

• Make steady progress toward your financial goals

Student Loan Repayment

Student loans can be a significant financial burden, especially for younger clients. This service is dedicated to helping you effectively manage and conquer this unique challenge. Unlike other forms of debt, student loans come with specialized repayment options and potential for forgiveness, making them a distinct financial focus.

• Individualized loan assessment

• Tailored repayment option that offers lowest cost

• Guided loan forgiveness options

• Identified and prepared for tax liability impact, if any

Benefits

• Debt elimination

• Increased cash flow over time

• Potential to save thousands, even tens of thousands

• Prepared for potential tax liability

• Reduced financial stress

Retirement Planning Review

We understand that planning for retirement is a journey that requires careful consideration and regular evaluation. This service is designed to help you review what you currently have and create a plan that aligns with your evolving financial needs and goals.

• Customized retirement planning and review

• Investment strategies and options

• IRA Rollover & Roth Conversion process and planning

• Retirement income planning and options

Benefits

• Achieve a peace of mind knowing you have a plan

• Optimize your savings to build your nest egg

• Improve your tax efficiency

• Improve retirement lifestyle and spending plans

• Make informed decision through regular reviews

College Funding Plan

Investing in education is an important financial goal for many families. Our service is designed to help you strategically plan and save for educational costs, whether it's for you children's college education or your own pursuit of higher learning.

• Customized and creative plans and options

• Tax-efficient strategies

• Progress tracking and plan evaluation

• Potential elimination of future student loan debt

Benefits

• Become financially prepared for educational costs

• Make informed and empowered decisions

• Navigate financial cost of education with ease

• Save tens of thousands of dollars from potential student loan debt elimination

Estate & Legacy Planning

We understand that discussing estate and legacy planning can be a sensitive topic. We approach it with the utmost care and empathy, recognizing that it's not just about finances; it's about securing your loved one's future and preserving your values.

• Compassionate conversation, respecting family and culture

• Asset protection strategies and tax reduction

• Legacy protection of values and traditions

• Wealth preservation ensuring what you built lasts

• Probate avoidance and court reduction costs

Benefits

• Peace of mind

• Wealth preservation and reduced tax liability

• Reduce potential family conflict due to a plan

• Privacy from public and courts

• Passing on your wishes, directions, and knowledge

Risk Management

Life is filled with unexpected challenges. Our service is designed to help you proactively identify and mitigate risks to protect your financial well-being and provide peace of mind.

• Assess thoroughly potential financial risks

• Explore custom insurance options

• Develop strategies and financial reserves

• Safeguard assets against potential threats

Benefits

• Informed Decision-Making

• Maximized Investment Potential

• Efficient Home Purchase Process

• Tailored Solutions for Your Needs

Investment Management

We believe that managing your investments shouldn't be a mystery; it should be an empowering journey towards financial success. Our service is designed to equip you with the knowledge, tools and expert guidance to take control of your investments, make informed decisions, and build a secure financial future.

• Investment education

• Personalized investment plans

• Portfolio review and optimization

• Guidance and support

Benefits

• Financial empowerment and skills

• Potential wealth accumulation and financial independence

• Long term prosperity and sound investment management practices

Financial Wisdom On-Demand

Financial knowledge and literacy is a powerful tool for individuals who prefer a do-it-yourself approach or who simply cannot afford a high-end financial planning, consulting or coaching. That is why we offer Financial Wisdom, a collection of online, on-demand courses designed to empower you with essential financial skills and knowledge.

• Comprehensive course library

• Flexible learning on your own time, at your own pace

• Expert instruction from our founder

• Practical financial skills that will last you a lifetime

Benefits

• Convenience and flexibility

• Gain confidence and feel empowered

• Self-Paced learning

• Life-long learning and skills

• Affordability: high-quality education without a hefty price tag

House Buying Analysis

Whether you are looking to buy a primary residence or income-producing real estate investment, you may have questions that may be worth answering, and hopefully by someone who has decades of experience buying, managing and selling dozens of properties.

• Leverage decades of experience

• Property investment & opportunity cost analysis

• Expert advice on navigating mortgage options.

• Integrated investment perspective and options

Benefits

• Assess and understand your financial readiness.

• Optimize budgeting and savings to meet your goals

• Make well-informed choices when selecting mortgage option

• Mitigate potential real estate transaction risks

• Integrate property ownership into your financial plan

Crypto & NFT Investing Plan

If you are considering entering the cryptocurrency space having a well-crafted Crypto Investing Plan is crucial. With a foundation built on years of hands-on experience, smart contract development, and consulting with clients around the globe, we bring a unique perspective to help you navigate the dynamic world of cryptocurrencies.

• Insights from years of participation in the space (since 2017)

• In-depth understanding of blockchain technology

• Experience in writing code for smart contracts

• Personalized plan aligned with your unique financial objectives and aspirations

Benefits

• Develop a diversified portfolio aligned with your financial goals

• Implement strategies to mitigate risks associated with crypto investments, prioritizing the security of your holdings

• Create an adaptive investment strategy that evolves with the rapidly changing crypto landscape

Blockchain 4 Business Consulting

As a business owner you might be wondering if blockchain in your business is a good idea and if so, which one makes the most sense and how do you select the best developers. Collaborate with seasoned smart contract developer with experience in guiding entrepreneurs around the world, to ensure you make the informed decision for your business.

• Years of developing smart contracts

• Years of leveraging technology for businesses

• In-depth understanding of blockchain technology

• Ability to translate between business needs and code

• Personalized analysis of your needs and approaches

Benefits

• Business analysis and strategy sessions

• Access to an experienced developer with business and financial planning background

• Clarity around your business needs and next steps

• Ability to bounce ideas in a confidential space

• Clear implementation steps and blockchain network recommendations, should blockchain is a solution for your business

One of the biggest challenges in the world of financial services is that many are left behind due to access, match of needs to services, and finally affordability. Folks are simply left behind to navigate on their own and left prey to commission-based sales methodologies which are not always aligned with the best need for the client.

So, this is our way of attempting to correct this disparity and expand our reach to help more people get handle on their specific financial needs. We know that financial education and financial planning works. It's just a matter of putting it into enough people's hands.

Why have One-Time Financial Plans?

How Do Our One-Time Plans Work?

Unlike our full-service holistic, ongoing financial planning services, our one-time financial plan offers flexibility without the need for a long-term commitment. With a fixed, single fee ranging from $500 to $2,500, you receive a detailed financial plan meticulously tailored to your individual circumstances, priorities, and future goals. It's the all-encompassing solution to establish a robust foundation for your personal finances, empowering you to stride forward with confidence.

Is Our One-Time Plan Right For You?

This choice is ideal for individuals who:

• Embrace a do-it-yourself (DIY) approach to managing their finances.

• Have relatively straightforward financial situations.

• Aren't yet prepared for in-depth retirement planning and complex investment strategies.

• Seek expert financial advice without committing to a long-term arrangement.

• Desire a comprehensive roadmap to enhance their current money management.

• Require guidance to achieve specific financial goals.

Discover how your current assets can be maximized for greater financial empowerment.