We Are Committed To Serving You

The entire purpose behind creating Elephant Corner Financial is to help you transform your financial life and more from mere financial goals to designing your unique financial journey.

We understand that we are all different, with unique needs, aspirations, backgrounds, beliefs and desires. Recognizing this individuality, we are on a mission to deliver personalized service, guidance, and advice to empower you, our clients, to make well-informed decisions.

We believe in a collaborative partnership with you, understanding your needs and crafting a personalized plan designed to align with your values and objectives. This is more than just financial planning, it is a transformative experience.

We invite you to embark on your financial journey with Elephant Corner Financial, where success isn't a destination—it's a continuous, dynamic process. Join us in sculpting a future where your financial goals seamlessly intertwine with your life aspirations.

Ready to turn your financial dreams into reality and have some piece and clarity? Elephant Corner Financial is here, eagerly anticipating the privilege of assisting you on this remarkable journey. Your financial success is right around the corner—Elephant Corner Financial.

Medical Professionals

LGBTQQIA Folx

After years of grueling and expensive education, low wages and ridiculously long hours you step into the field where hours only seem to get longer, collecting payment from insurance only gets harder and to make decent income, after all expenses, often means you have to see an obscene amount of patients each day. And not only that, you are saddled with large amounts of student loans that seem like they will never go away. There are things that we can do to make things better and I would be thrilled to guide you through the process that works for you!

I always liked the phrase "it takes a village" mostly because it makes me think of the New York City Village, a place where I always felt at home and accepted. Our queer community comes with it's own set of challenges and beauty, from defining a family to decision of where and when we are out, to navigating random laws and regulations to get the same basic human rights that all human beings should have and figuring out how to care for our loved ones once we are gone. It is not easy, but it can be done! Let's work on it together!

Crypto HODLers

As a crypto investor, you are exposed to a brand new asset class that many do not understand (yet). Between the volatility, rapid adoption and appreciation, uncertainties within the laws and regulations, challenges with self-custody, you have many things to think through and consider. For example, what happens to your crypto wealth if you are incapacitated? Does any one of your beneficiaries understands the value behind your Crypto Punk or another NFT? Having a financial planner who has experience not only as a HODLer, but as a developer, is what I bring to the table.

After spending 25 years in higher education I have reserved a special place for my prior colleagues in the education space, whether you are a teacher, a professor, a college administrator, I welcome the opportunity to work with you and support you. While most positions in this sector do not pay nearly enough for the work you do, there are many great benefits that could be leveraged to serve you. My goal and purpose is to help you find and leverage all options available to you so that together we can meet your financial goals and objectives.

Educators

Single Individuals

Dual Income No Kids

Being single, whether by choice or life's circumstances requires a completely different approach to financial planning. Being single does not always mean being alone nor being lonely, or even looking to be partnered. However you view your single life, we wish to help you create a financial plan to support you. If you have dependents we'll need to plan through how they are taken care of should something happens to you. If you don't have any family, then conversation changes again to plan for and address the future in which you might need being taken care of. Let's talk.

Not all couples have nor want children and that's the beauty of life, we each get to choose how we live. Having a partnered life without children requires a bit different approach financial planning than what you'd typically work on if there we children involved. For one, your estate and legacy planning takes a bit of a different approach. Having a conversation about your insurance needs changes dramatically as well. And while there is no need to plan for college funding, perhaps there is some consideration that we should make for the fur-kids you might have.

Business Owners

Real Estate Investors

Entrepreneurs, freelancers, content creators and influencers encounter distinctive challenges when it comes to financial planning. In the absence of the stability offered by traditional employment, they need to take a proactive approach to financial management. This involves tasks like budgeting, saving, goal setting, and establishing a retirement plan. Options for retirement plans encompass traditional routes like 401(k)s or IRAs, as well as alternative strategies like investing in real estate or businesses.

Being a real estate investor takes a very special kind of person, one that is not afraid to take bold and necessary steps, one that is hard working and willing to get up every time they get knocked down, and one that is comfortable rarely having cash, as nearly all of it seems to always be tied into yet another deal. As investor myself, I understand that ups and downs and the importance of a well-thought out and executed plan.

Immigrants & First Gen.

Gen Z

I personally know what it takes to leave everything and everyone you know in the hopes of a better and brighter future. It takes a whole lot of courage, willingness to take risk, and desire to do sometimes the impossible, but you did it... with being a multi-national citizen of the world comes brand new set of challenges that very few can understand. My goal and aspiration is to help you strengthen what you built for generations to come.

You grew up during the global pandemic, rise of crypto, NFTs, and AI. You are hard working, often have multiple side-hustles, but are not afraid to walk away if you don't feel you are treated fairly. If you went to college, you likely have student loans you'd prefer to eliminate. While conversation about retirement seems so far away, you are generally open to it, but what you desire the most is the financial literacy to encompass more than just stocks and bonds, so that you can feel like you are in the control of your future and your choices.