FAQ

We noticed most financial advisors just want to land some big fish. But we want to be built to help everyone. So we designed a very reasonably priced option just for that! With the Elements app you onboard and 1) see your financial health, 2) get financial health monitoring (with alerts if important health Elements become either great or get a bit concerning), and 3) enjoy monthly reports sent to your inbox about your financial health, financial alerts, and have special topics to help you continually learn while you're on your financial journey.

Yes, we believe this 3-in-1 combination is great value and a wonderful option for individuals and families to have a access to important financial data about themselves, monitoring to alert them to unwanted financial conditions, and financial education -- all sent in an easy to enjoy monthly report!

To get started, you purchase the offering using the Get Started button on the Monitoring page, and complete a financial onboarding questionnaire from Elements.com that gets sent to your email after purchasing the offering. Fill out the questionnaire, keep you profile updated (a login is established when you fill out the questionnaire), and enjoy the Financial Health Monitoring & Alerts! Click here to get started.

A Portfolio Checkup is designed for people who invest on their own but want a professional to look over their work every so often. With the Portfolio Checkup Arena Investor (a Registered Investment Advisor) compares your Investor Profile – things like your time horizon, risk tolerance, and investing style (Cautious, Moderate, Aggressive, etc) to your actual portfolio. When comparing your profile to your portfolio we look for alignment. That is, are your investments/holdings suitable for you (does your portfolio match your profile well).

The Portfolio Checkup not only compares your profile to your portfolio, but you will also get recommendations from Arena Investor (a Registered Investment Advisor) on how to adjust your portfolio too! You get the answers to the test, then you execute the transactions yourself. We offer this as a valuable aid to those who invest on their own, whether in stocks, bonds, mutual funds, or ETFs – we can analyze it all! This includes 401ks too, which are critical to get right since most retirements count on it.

Getting started with Portfolio Checkups is easy. First, you’ll purchase the offering using the Get Started button on the Portfolio Checkups page, then you will receive an email link to Elements.com which has you build your Investor Profile with some easy data entry. That process is quick and simple. After that, you get an email that enables you to securely upload a PDF of your portfolio. Arena Investor (a Registered Investment Advisor) does the Portfolio Checkup, and a report is emailed to you once it is ready! The process is quick (less than a week typically). Click here to get started.