Lance Elrod, CFP® Next Step Financial Transitions

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About Lance Elrod, CFP®

I am Lance Elrod – co-owner of Next Step Financial Transitions. I believe that most financial planning concepts have become overcomplicated; my goal is to declassify these concepts into conversational terms and educate you enough so that you understand and feel comfortable with any decision you make.

I hold a BS in Personal Financial Planning from Texas Tech University and am a CERTIFIED FINANCIAL PLANNER™ practitioner. Like many new graduates, I began the early part of my career trying to discover my place and passion within my industry. During that time, I worked short stints with United Capital Private Wealth Counseling, which now comes under Goldman Sachs Personal Financial Management Umbrella, and May and Barnhard, P.C., which recently changed their name to Councilor, Buchanan & Mitchell, P.C… Although I enjoyed financial planning, I felt compelled to take a brief detour as a Mud Engineer because Oil & Gas is what you do when you move to Houston, right?

In 2015 I joined Mint Wealth Management where I dug into my career and recognized my desire to serve people.

Read Lance’s blog here: https://nsfinancialtransitions.com/blog/

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Ideal Clients

  • Divorce
  • Gen X
  • Special Needs
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $50+/mo
  • Quarterly Fee: $150+/qtr
  • Flat Fee: $1500+/engagement
  • Hourly Fee: $300+/hr
  • Assets Under Management: 1.00%

SEC Records

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