Get back to your life.
We’ve got this.
Modern Financial Planning and Tax Strategy for First-Gen High Earners at Every Stage.
Independent.
Woman-Led.
“How much house can I afford?”
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“How should I manage taxes with my RSUs vesting this year?”
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“Should I pay off my student loans or save into my 401k?”
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“We just had a baby — what should we change about our financial plan?”
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“Can I afford to take time off between residency and fellowship?”
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"How much do I need to make?"
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"What if the market crashes while I'm retired?"
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"Should I be an S Corp?"
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"How can I help my aging parents with their finances?"
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"How do I dispute an IRS letter I received?"
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“How much house can I afford?” ~ “How should I manage taxes with my RSUs vesting this year?” ~ “Should I pay off my student loans or save into my 401k?” ~ “We just had a baby — what should we change about our financial plan?” ~ “Can I afford to take time off between residency and fellowship?” ~ "How much do I need to make?" ~ "What if the market crashes while I'm retired?" ~ "Should I be an S Corp?" ~ "How can I help my aging parents with their finances?" ~ "How do I dispute an IRS letter I received?" ~
Imagine a life where the only money decision you need to make alone is how to enjoy it.
We coordinate every aspect of your finances — taxes, retirement, cash flow, benefits, estate, insurance, education, and business planning — so you can get back to your why.
How We’re Different
We don’t just manage investments or file taxes — we take full responsibility for your financial life, so you don’t have to carry the mental load.
High-Touch Service
Our firm offers deeply comprehensive planning for first-generation earners who are ready to hand off the complexity and get back to living. From tax strategy to investment management, cash flow planning to retirement design, we handle it all — with precision, care, and year-round support. For the do-it-yourselfers, we’re the trusted copilots by your side every step of the way.
Fee-Only Fiduciaries
We are an independent, conflict-free firm — not a robo-advisor, not commission-based, and not affiliated with any outside products or companies. Our only priority is serving our clients’ best interests with objectivity and care. We don’t believe in get-rich-quick schemes or market timing. We take a thoughtful, long-term approach and are fiercely protective of our clients' privacy and trust. Discretion is non-negotiable.
Empowerment
No jargon. No lectures. No judgment.
A central goal of Elion is to guide our clients toward true financial independence; not just by managing your money, but also by demystifying finance and empowering you to make confident decisions.
Our Process
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Step 1: Financial Profile
Reach out to begin the process. We will provide a questionnaire to help build your financial profile.
If our services align with your needs, we will schedule a call to discuss further.
If not, we will connect you with the best resources for your situation.
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Step 2: Financial Review
Your Financial Review is a comprehensive, one-on-one session with a Certified Financial Planner® and Enrolled Agent, designed to assess your full financial picture — including cash flow, investments, taxes, retirement, and more.
After your review, I’ll share your personalized notes—complete with my explanations and recommendations—through a secure, private link. You’ll be able to download and keep them for your records, revisit them anytime, and use them however you need. Everything I create for you is designed to be portable and practical—something you can take with you, not locked behind ongoing services.
You’ll also be granted 30 days of direct follow up via phone or email to address any new questions or revisit any area we covered.
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Step 3: Ongoing Support
We provide ongoing support to a select group of clients through our annual retainer, offered as capacity allows.
This service includes comprehensive tax planning and preparation, along with regular meetings throughout the year to review and adjust your financial plan as life evolves.
Retainer clients also enjoy unlimited email and phone access to their advisor, ensuring continuous support whenever questions or changes arise.
Meet The Founder
Lauren Mishra, PhD, Certified Financial Planner® and Enrolled Agent
I founded my practice with a simple goal: to offer truly conflict-free financial advice — delivered with discretion, security, and high-touch service — so my clients can focus on more than just their money.
It’s an honor to be the first person my clients call when they have a financial or tax question, and I don’t take the trust they place in me lightly.
The only money choice my clients make alone is how to spend it.
Ready to take control?
Contact us today to get started.
Certifications and Accreditations
