At Pulse Financial Planning, we have taken an oath to put the interest of clients ahead of our own and receive compensation only directly from clients. You deserve to know who’s paying us. We’re here to serve nobody but you.
Pulse Financial Planning was founded with a commitment to 4 core principles:
We believe that you shouldn’t have to worry if the financial advice you are getting is in your best interest or not. At Pulse Financial Planning, we’ve taken a fiduciary oath. This means we are committed to always putting your interest ahead of our own (no exceptions, ever).
Sometimes the costs of your investments can be less than transparent. It’s why the only compensation we accept is directly from our clients. That means we never get compensated by any 3rd parties via commission, referral fees, mutual funds, or any other method. We are here to serve nobody but you.
Much like the medical field has designations such as MD and RN, financial services has the CFP® certification. By hiring a CFP® professional, you know you are working with someone that has financial planning experience, gone through extensive schooling, passed a board exam, and has taken an oath to place the interest of their clients ahead of their own.
We are committed to fitting into your busy schedule. Both virtual and in person meetings are available. We also do not maintain account minimums. This allows you to focus on the things that are most important to you: your family, your profession, and yourself.
Matt Elliott is a CERTIFIED FINANCIAL PLANNER™ professional based in Rochester, MN serving clients locally in person and virtually nationwide. Pulse Financial Planning provides financial planning and investment management to help individuals and healthcare professionals organize, invest, and protect their assets. Pulse Financial Planning is a fee-only fiduciary advisor and never earns a commission of any kind.
Before founding Pulse Financial Planning, Matt worked at a large brokerage firm for 10 years where he was responsible for a practice of over $500 million in assets. Matt graduated from Winona State University with a bachelor’s degree in Finance and holds the CFP® certification.
Pulse Financial Planning is proud to be a member of The National Association of Personal Financial Advisors (NAPFA), XY Planning Network, Fee-Only Network and a recommended advisor on The White Coat Investor.