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 based in Rochester, MN serving clients locally in person and virtually nationwide. Pulse Financial Planning provides financial planning and investment management to help individuals and healthcare professionals organize, invest, and protect their assets. Pulse Financial Planning is a fee-only fiduciary advisor and never earns a commission of any kind.

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).

Fee-Only

Sometimes the costs of your investments can be less than transparent. It’s why the only compensation we accept is directly from our clients. That means we never get compensated by any 3rd parties via commission, referral fees, mutual funds, or any other method. We are here to serve nobody but you.

CFP®

Much like the medical field has designations such as MD and RN, financial services has the CFP® certification. 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.

Approachable

We are committed to fitting into your busy schedule. Both virtual and in person meetings are available. We also do not maintain account minimums. This allows you to focus on the things that are most important to you: your family, your profession, and yourself.

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Learn more about getting started with our services.