Get back to your life.
We’ve got this.

Comprehensive Financial Planning

& Tax Strategy.

Concierge Service.

Flat-Fee Only.

Woman Led.

Speak with Us

The only money choice you should have to make alone is how to spend 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 what you do best.

Who We Are

Comprehensive. Fiduciary. Flat-Fee Only.

Tax-Integrated Financial Planning for Clarity and Confidence in Every Decision

Elion Financial offers something truly rare — deep expertise in both comprehensive financial planning and advanced tax strategy.

We’re not planners who dabble in taxes or tax preparers giving investment advice — we’re experts in both fields.

Every recommendation considers all angles — taxes, investments, cash flow, debt leverage, estate, insurance, as well as education, business, and real estate planning — to give our clients clear, actionable guidance they can trust.

Dr. Lauren Mishra, CERTIFIED FINANCIAL PLANNER® & IRS Enrolled Agent

Principal Advisor

“Many of my clients are overwhelmed and maxed out — and I understand that life firsthand. My husband is a local hospitalist, and I run a financial planning practice. High responsibility and limited bandwidth are the norm in our home.
My goal is to remove financial friction for my clients — handling the details with precision and care while keeping you informed, supported, and in control. We didn’t have trusted guidance early on and made avoidable mistakes. Helping others avoid them is personal to me.”

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.

Prescriptive

Every recommendation is grounded in a full understanding of your goals, cash flow, taxes, and overall financial life. Our advice is prescriptive, not generic—focused on what you need to do.

Concierge

We build a custom framework that keeps your finances running smoothly in the background. You stay in control with full visibility, while we handle the day-to-day management and updates—so you can focus on living and enjoying the income your system provides.

Fee-Only Fiduciaries

We’re an independent, conflict-free firm—no commissions, no product sales, no robo-advice. Our sole focus is our clients’ best interests, with a thoughtful, long-term approach and unwavering discretion.

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 Services

Our Process

Step 1: Introduction

Reach out to tell us why you’re unique, what’s bothering you about your money, and what you’d like help with.
You’ll be taken to our scheduling page to reserve your introductory meeting.
There, we’ll explain how we would tackle your concerns and give you a clear sense of the next steps.
Step 2: Book Your Review

Ready to Get Started?
Every client relationship begins with an Initial Financial Review. Whether you’re seeking a one-time engagement or long-term planning support, this in-depth, comprehensive review allows us to fully understand your financial landscape and build a clear, strategic plan tailored to you.
To reserve your review date, a $150 deposit is required.
The total cost for the full review is $1,500, with the remaining balance collected on the day of your appointment.
If something comes up, simply cancel 14 or more days in advance and your deposit will be fully refunded.
Step 3: Complete the Intake Form

After you book, keep an eye out for a short intake form.
This gives us what we need to create your personal financial site behind the scenes.
Step 4: Access Your Site & Upload Your Documents

Using your intake info, we’ll set up your personal and secure financial site and send you login details.
Once inside, you’ll upload or link the documents we need for your review (tax returns, pay stubs, investments, loans, insurance, etc.).
Please get this to us at least a week before your meeting (two weeks is ideal).
Step 5: Your Review Meeting

Your review meeting can run up to 3 hours; use as much or as little as you want.
This is where we build the blueprint for your financial remodel — the plan, the design, the “why” behind each suggestion and the steps needed to move things in the right direction.
Within 48 hours afterward, we’ll upload your full meeting notes, all recommendations, and any charts or visuals we used to your financial site.
You’ll also have 30 days of access to your advisor for questions or a short follow-up meeting.
Step 6: Ongoing Support

Ongoing planning is for clients who want support with executing the plan we created, keeping it updated, and staying on track over time.
Our ongoing planning fee is based on complexity (minimum $3,000/year), and if you sign up within 30 days, your $1,500 review fee is fully credited toward your first year.
If you choose not to move forward, you’re always welcome back for another review; however, we only offer them during certain times of year and as availability permits, so there may be a waitlist.

Contact Us to Get Started

Before your reach out…

Because of the level of care and attention we provide to our Private Retainer clients, Elion intentionally limits the number of relationships we take on. When capacity is reached, we may pause one-time reviews and new client intake. We focus only on situations where we can clearly add value above and beyond our fee, which reflects the time and resources required to provide thoughtful, personalized advice — not account size.

Planning-First

We are not robo-advisors, day-traders, market-timers, or stock-pickers. Investments are used to support real-life decisions across taxes, cash flow, and long-term goals. While some clients trade actively in their own accounts and we help keep that activity responsible within the broader plan, short-term performance or stock selection is not our focus.

Boutique by Design

Elion limits the number of clients we work with so we can remain responsive, flexible, and deeply engaged. We don’t operate on a high-volume or assembly-line model, and we don’t aim to grow for growth’s sake.

No Quick Opinions

Good advice depends on seeing the whole picture — Elion doesn’t offer “quick looks” or narrowly scoped opinions. All guidance is provided within structured engagements that allow us to understand the full context and make recommendations responsibly.

No Default to Action

In many cases, the most valuable guidance is knowing when not to act. Elion emphasizes restraint, timing, and sequencing — especially during periods of transition — rather than reactive decision-making. If there are steps that should happen before we engage, we’ll say so and help point you toward appropriate resources when needed.

Our Services