Financial Elements

A quick, powerful, & private financial assessment for clients & friends

Elements are the building block of life. Your finances have elements too, and if you take a few minutes to share, we will immediately return a confidential financial health assessment - a quick, powerful, private summary of your finances that you can use today. 

Learn more about your Financial Elements: 

www.openwindow.com/insight/uncover-your-financial-elements

Financial elements can help answer questions like:

• Are you on track to achieve financial security and independence, or perhaps, you're already there?
• Are you taking the right amount of risk?
• Are you using your income wisely?
• Do you have the right mix of assets?
• How much wealth do you need to make work optional?

Are you on track to achieve financial security and independence, or perhaps, you're already there? Find out today.

If you're an Open Window client, see your personalized Financial Elements in your secure Vault at www.openwindow.com/plan.

Clients: See Your Financial Elements Here

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