About

Pulse Financial Planning is a fee-only financial planning and investment management practice located in Rochester, MN.

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About Matt Elliott, CFP®

Matt Elliott is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Pulse Financial Planning. We are a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.

Before founding Pulse Financial Planning, Matt worked at a large brokerage firm for 10 years where he was responsible for a practice of over $500 million in assets. Matt graduated from Winona State University with a bachelor’s degree in Finance and holds the CFP® certification.

Ultimately Matt wanted to work in an environment that was client first focused and built around integrity. It’s why he decided to earn the CFP® certification, start his own firm, take a fiduciary oath, and work with clients on a fee-only basis. Matt has taken an oath to put the interest of clients ahead of his own and receive compensation only directly from clients. You deserve to know who’s paying us. We’re here to serve nobody but you.

Why a specialty for healthcare professionals? I married one! My beautiful wife is a nurse at Mayo Clinic and dedicates her life to helping others become well. My mission is to serve others that take on the same noble cause so you can focus on what is important: family, patients, and yourself.

Pulse Financial Planning is proud to be a member of The National Association of Personal Financial Advisors (NAPFA), XY Planning Network, Fee-Only Network and a recommended advisor on The White Coat Investor.

Serving Healthcare Professionals

Our mission is to care for those that care for us. Pulse Financial Planning was founded on these four key principles:

Fiduciary

We believe that you shouldn’t have to worry if the financial advice you are getting is in your best interest or not. At Pulse Financial Planning, we’ve taken a fiduciary oath. This means we are committed to always putting your interest ahead of our own (no exceptions, ever).

No Commissions (Fee-Only)

The only compensation we receive is directly from our clients. We never accept compensation from 3rd parties via commission, referral fees, mutual funds, or any other method. We are here to serve nobody but you.

CFP®

By hiring a CFP®, you know you are working with someone that has financial planning experience, gone through extensive schooling, passed a board exam, and has taken an oath to place the interest of their clients ahead of their own.

No Minimums

We believe everyone deserves good financial advice, regardless of how much money you have saved. We offer competitively priced financial planning packages for those looking to get their finances on the right track.

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Learn more about our packages and pricing.

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