The hardest part of getting your financial life on track is knowing where to start.

Let us help you with a free 30-minute financial assessment

At Ataroke, we use a tool called Elements®, an easy to use web and mobile app that helps you measure and monitor your “financial vital signs.”

After 10 minutes inputting your basic financial information, Elements calculates your “financial scorecard” which allows us to quickly assess your financial health , and:

Answer the four most important financial planning questions:

  1. Am I taking the right amount of risk?

  2. Am I using my income wisely?

  3. Do I have the right mix of assets?

  4. How much wealth do I need to make work optional?

We’ll also identify which areas need to be focused on first, and you’ll walk away with an actionable one-page financial plan.

Watch the video or click on each of the Elements below to learn more.

How it works

  1. Click here to create your profile

  2. Follow the guided instructions to input your financial information

  3. Schedule a 30-minute meeting to review your scorecard

    • A better understanding of your current financial life, what is going right, and what needs to change

    • An actionable one-page financial plan

  • Most people have never experienced comprehensive financial planning before. Similar to test driving a car or sampling an item at a grocery store, getting a sample of what we do will give you confidence when deciding whether or not we are the right fit for you.

  • Depending on the complexity of your financial life, it should take between 10-15 minutes to complete your profile. Don't worry about exact numbers or linking accounts. Just fill in what what you know and we'll clean things up during your assessment.