Elements® Comprehensive Financial Planning
Elements® is a periodic table with 12 key indicators of financial health. This proprietary methodology is driven by industry-leading technology and gives our advisors a full view of your financial profile so they can make calculated decisions to optimize your growth.
Each block in the Elements® table gives a numerical answer to an important question about your financial stability. Included with every calculation is a benchmark statistic to show how your performance compares to a large sample of other dentists.