Matt Elliott, CFP®, CSLP® Pulse Financial Planning

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About Matt Elliott, CFP®, CSLP®

Pulse Financial Planning provides financial planning and investment management to help people organize, invest, and protect their assets.

We:
• Are currently accepting new clients
• Never accept commissions
• Do not have account minimums
• Have taken a fiduciary oath
• Are a CERTIFIED FINANCIAL PLANNER™ professional (CFP®)

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.

At Pulse Financial Planning, we have taken an oath to put the interest of clients ahead of our own and receive compensation only directly from clients. You deserve to know who’s paying us. We’re here to serve nobody but you.

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Recently Published

Tips to Deal With Inflation (Video)

November 2, 2021

Inflation rates have recently risen to levels we haven’t seen in 30+ years. Sustained inflation can cause real challenges as your purchasing power degrades over time. If higher prices are creating a strain on your finances, there are 3 things you can do to minimize the impact: Reduce consumption (Budget) Increase income (Pick up shifts […]

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8 Steps to Financial Success

October 1, 2021

There is no shortage of financial noise out there – and it can be tricky to know what applies to you. Your co-worker may be telling you about how you need to save for your child’s education, but you haven’t yet paid off your own student loans yet – what do you do? These 8 […]

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Financial Tips for Nurses (Video)

October 1, 2021

I was honored to be invited to speak as a part of #NurseWellBeingWeek. Check out the Instagram Live recording for the full interview as I share some of my tips to help nurses achieve their own financial well-being.   View this post on Instagram   A post shared by NurseGrid (@nursegrid)

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Ideal Clients

  • Gen Y/Millennials
  • Investment Planning & Management
  • Medical Professionals
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Assets Under Management: 0.50%

SEC Records

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