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HOW WE WORK FOR YOU
Independent CFP® Financial Planning
Only 25% of Advisors are Certified Financial Planners™
The CFP® mark indicates a Financial Advisor has completed further education & training in all core areas of Financial Planning.
Certified Financial Planner™
One-On-One Attention
We work one on one with you and your family, giving you the attention you deserve to make the most of your financial life.
Delivering Real Value
Data-driven, process-oriented, & people-centered. Clients deserve more, so more is what we give.
Focusing on Relationships
Transparency builds trust. Trust builds relationships. Our relationships are all we have, right?
FOUNDER & WEALTH ADVISOR
Josh Elmore, CFP® | CKA®
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Josh is a CERTIFIED FINANCIAL PLANNER™ with a passion for helping others achieve the most in their life.
With nearly a decade of experience in the financial services industry, the growing conviction was upon him, that he would navigate away from the agenda of a Fortune 500 Wealth Management firm and launch his independent firm, Plan Wealth Creative.
Now, as an independent advisor, Josh works directly for clients with no quotas, minimums, or corporate bureaucracy!
A Chicagoland native, Josh is now a transplant to the incredible state of Florida with his wife, Mary. While he misses much about home (mainly the people and the pizza), he wouldn't trade the move he and his wife made to sunny (and FREE) Florida!
As a former collegiate lacrosse captain and lacrosse coach, Josh understands that dynamic teams of talented people move clients forward more than any one individual. For this reason, Josh leverages additional expertise from CPA's and Attorneys to deliver cohesive and reliable professional advice across a clients entire financial picture.
"Our desire is to have a significant and purposeful impact in the lives of our clients. At Plan Wealth Creative, we are with you and for you and we hope to meet you soon to help you plan intentionally and live fully along your wealth journey!"
- JOSH ELMORE, FOUNDER
OUR SERVICES
Serving You Where You Are
Retirement
Retire with confidence, pursue your passions, reduce stress, and sleep well knowing that creative solutions are working hard for you, always.
Wealth Building
The Millennial Wealth Builders program exists to help a younger generation of wealth management clients access professional & personal advice from a Certified Financial Planner™
Divorce Planning
Divorce can be one of the most painful & difficult experiences in a person's life. We work to ease financial concerns and give you clarity & confidence before, during, & after your divorce.