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You are here: Home / Archives for Matt Elliott, CFP®, CSLP®

Matt Elliott, CFP®, CSLP®

About Matt Elliott, CFP®, CSLP®

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

Robo Advisor vs. Financial Planner: Which is Right for You?

April 6, 2021 by Matt Elliott, CFP®, CSLP® Leave a Comment

A “robo-advisor” is an online technology that provides automated financial services. Pioneered by Betterment in 2010, they have increased in popularity over the past decade with dozens of companies offering these services today. So when does it make sense to hire a financial planner or utilize a robo-advisor? The first question to ask yourself is […]

Filed Under: Investment Management

What to Do With Your Stimulus and Tax Return Checks

March 16, 2021 by Matt Elliott, CFP®, CSLP® Leave a Comment

In addition to the cash infusion many people see this time of year from a tax refund, we are also in the middle of the latest round of stimulus checks being deposited. If you’re still unclear on your stimulus eligibility, find out if you can expect a payment on the IRS official website. Verified that you […]

Filed Under: Monitoring Financial Plan

Retirement Readiness Checklist

February 9, 2021 by Matt Elliott, CFP®, CSLP® Leave a Comment

When and how to retire may be one the largest financial decision you will make. This generates many new financial questions you may not have dealt with before: Where will my income come from? Have I saved enough? When should I draw Social Security? What should I do with my pension and retirement accounts? How […]

Filed Under: Financial Plan Creation

What is Going on With GameStop

January 29, 2021 by Matt Elliott, CFP®, CSLP® Leave a Comment

I typically don’t comment on short term market fluctuations or individual stocks. Given all the chaos with GameStop (GME) stock this week, I felt it is a good time for a reminder why. What is going on with GameStop Like you, I have seen and read countless news stories about GameStop recently. I haven’t seen […]

Filed Under: Investment Management

Guide to Get Your Finances Organized for 2021

January 4, 2021 by Matt Elliott, CFP®, CSLP® Leave a Comment

You need to get your finances organized for two people: 1. For yourself. Not feeling in control of your finances can lead to stress and anxiety. It is impossible to make informed financial choices without first understanding where you are. You deserve the peace of mind that comes with knowing you are taking steps to […]

Filed Under: Financial Plan Creation

Are Target Date Retirement Funds Right for Me?

December 1, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

What is a target date fund? A target date fund is an investment that is designed to provide a reasonable risk/return trade off given the year you plan to begin withdrawing from the fund. It is a “fund of funds”, which means it is a mutual fund that owns other mutual funds. The idea is […]

Filed Under: Investment Management

Achieve Financial Freedom in 5 Steps

October 12, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

Financial independence isn’t created overnight. Have patience and take these steps 1 at a time. If you stay focused on improving your financial situation one step at a time, you will eventually achieve life’s greatest financial goal – financial freedom. To find out how you’re doing, take the short quiz below and get customized tips […]

Filed Under: Financial Plan Creation

Do You Have Enough in Your Emergency Fund?

September 8, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

What is an emergency fund? Your emergency fund is the amount of cash you have in a safe place to cover an unexpected expense (such as a car repair) or event (such as a layoff). You should always aim to keep the money in this account untouched unless an unforeseen event occurs. Why is it […]

Filed Under: Financial Plan Creation

Best Diaper Deal 2020: Target vs. Amazon

August 17, 2020 by Matt Elliott, CFP®, CSLP® 1 Comment

In honor of our first child being born this month, I decided to take a break from my typical finance topics to explore something new: Diapers. While I have experience with financial planning, I am brand new to being a Dad (and the financial challenges that come with it). Will we switch from Pampers to […]

Filed Under: Planning for Kids

What to Look for in a Financial Advisor

July 28, 2020 by Matt Elliott, CFP®, CSLP® 4 Comments

Going into an initial meeting with a financial advisor for the first time can feel a bit like stepping into a cage fight. Your guard is up, but your opponent is a seasoned veteran that does this every day. How do you prepare when the person across from you is highly trained and you may […]

Filed Under: Financial Services

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Recent Posts

  • Robo Advisor vs. Financial Planner: Which is Right for You?
  • What to Do With Your Stimulus and Tax Return Checks
  • Retirement Readiness Checklist
  • What is Going on With GameStop
  • Guide to Get Your Finances Organized for 2021

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  • Monitoring Financial Plan
  • Planning for Kids

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

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Pulse Financial Planning, LLC
3265 19th Street NW Suite 700
Rochester, MN, 55901

Phone: (507) 218-7707
Email: matt@pulsefinancialplanning.com

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Disclosure: Pulse Financial Planning (“PFP”) is a registered investment advisor offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of PFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

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