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™
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®
Josh is a CERTIFIED FINANCIAL PLANNER™ with a passion for helping others achieve the most in their financial life.
With nearly a decade of experience in the financial industry, Josh utilizes his creative spirit and desire to make complex problems solvable for his clients.
After tiring of working on the agenda of a Fortune 500 Financial Services company, Josh developed the conviction that he needed to break away to focus more on his clients agenda and his Christian faith, so he launched Plan Wealth Creative in 2021.
A Chicagoland native, Josh is now a transplant to the incredible state of Florida with his wife, Mary. While he misses much about back 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
Serving You Where You Are
Retire with confidence, pursue your passions, reduce stress, and sleep well knowing that creative solutions are working hard for you, always.
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 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.