Your Elements Financial Tracking Dashboard
Personalized planning solutions to address every facet of your wealth.
Imagine having a simple, clear snapshot of your entire financial picture at your fingertips. Imagine having financial planning in your pocket. With the Elements App Tracking Dashboard, you can access all your critical financial information from your mobile device, tablet, or laptop anytime.
From your total net worth to your burn rate, savings rate, tax rate, and so much more–with our Elements App, you’ll gain clarity, confidence, and control over your financial future in less time than it takes to download just one financial statement online.
What can you do with the Elements Financial Tracking Tool?
The Elements App is more than a tracking tool—it’s a comprehensive system for ongoing financial health. It’s designed to provide you with a clear, actionable overview of your finances so you and your adviser can stay in sync.
See Progress Beyond Just Investments
Our automated Elements Scorecard Progress Reports illustrate how every aspect of your financial health improves over time. It’s a complete picture of your financial well-being, not just your portfolio.
Stay Organized
Monitor your key financial vitals—like net worth, debt, and savings progress—all in one place.
Proactive Insights
Receive real-time updates and personalized insights to make informed financial decisions.
Collaborative Planning
Share your live financial data with your adviser to ensure your plan evolves as your life does.
When you work with Mendel Money Management, you have access to this platform and to professional financial advice from our team on the data we collect and monitor in this app.
Key Benefits
Here are just a few of the benefits our clients enjoy from access to the Elements Dashboard.
CLARITY
Know exactly where you stand with your financial goals at any moment.
CONFIDENCE
Track your progress and see how each decision shapes your financial future.
CONVENIENCE
Access all vital financial information in a single, easy-to-navigate dashboard.
Included in All Levels of Service
We offer two levels of service designed to meet you where you are in your financial journey.
PersonalPath Monthly Adviser Access
Ideal for those seeking occasional professional guidance before making major financial decisions.
Includes access to the Elements App to monitor your financial health at any time.
PersonalPath Private Client
Designed for clients with significant assets and complex financial needs.
Provides high-touch, comprehensive financial planning alongside full access to the Elements App for continuous tracking and insights.
No matter which service you choose, you’ll always have the
power of the Elements App at your fingertips.
Take Your Free Financial Assessment Here Now
- Not only will you get your own Elements Scorecard, but you’ll receive a personalized video recording from our team going over your results. Let’s get started. Click the link below to learn exactly where you stand.
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