Jonathan Elks, Cfp® Cima® Rma® Fca(Aust.) Email & Phone Number

To create confidence in your financial future, you need guidance, you need a map. No need to reinvent the wheel if someone has already blazed the trail, you just need to adapt it to your specific journey without all the hype and without being ignored because you don’t have yacht-like wealth.You start with big goals and dreams that you want to achieve - buying a house, paying off your student loans, car loans, credit cards, and other debt, sending your kids to the college of their dreams, taking care of your elderly loved ones, travel, starting a business, and more. However, in the pursuit of those goals, it starts to feel like you’re working hard but not making much progress. High interest rates. High cost of living. Surprise babies! Surprise pet emergencies! Marriages. Divorces. Job changes. or Career changes. Business Start-up. Unexpected illness. Not to mention market fluctuations, taxation, and a worldwide pandemic. Rather than feeling like you’re dragging yourself through this financial maze, you can progress confidently. We just have to reframe the way we think about money and finances. At Boerum Hill Financial Advisors we bring together your financial picture and goals for the future. We are all about customizing a plan for you, ranging from situational to comprehensive plans. We create an ideal plan for you by leveraging our tools, technology, and approach based on a strong relationship with you. As things change, we believe in being nimble and adapting the plan.I’m Jonathan Elks, founder of Boerum Hill Financial Advisors, and I have over 3 decades of experience handling finances. I even have the fancy titles to prove it as I’m a Certified Investment Management Analyst (CIMA®) and Retirement Management Advisor (RMA®). When it comes to determining your financial strategy there is no one-size-fits-all, or quick fix solutions. Let’s chat so we can review your current financial snapshot, understand your goals and you’ll walk away with your personalized asset map.➨➨ If you’re interested in learning how we can help you plan a stress-free solid financial foundation, confidence in your future and a great lifestyle… even if you aren’t in the 1% , click here to book a no-obligation strategy session: https://www.boerumhillfa.net/apply

Listed skills include Finance, Risk Assessment, Mergers And Acquisitions, Financial Risk, and 14 others.