Matt Elliott

CFP®

Pulse Financial Planning

Founder

Matt Elliott

CFP®

Pulse Financial Planning

Founder

You deserve to know who’s paying me. I’m here to serve nobody but you. - Matt Elliott, CFP®

507-218-7707

Fee-Only financial planner located in Rochester, MN, serving clients locally and across the country

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

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.

Ultimately Matt wanted to work in an environment that was client first focusted and built around integrity. It’s why he decided to earn the CFP® certification, start his own firm, take a fiduciary oath, and work with clients on a fee-only basis. Matt has taken an oath to put the interest of clients ahead of his own and receive compensation only directly from clients. You deserve to know who’s paying us. We're here to serve nobody but you.

Why a specialty for healthcare professionals? I married one! My beautiful wife is a nurse at Mayo Clinic and dedicates her life to helping others become well. My mission is to serve others that take on the same noble cause so you can focus on what is important: family, patients, and yourself.

Matt Elliott is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Pulse Financial Planning was founded with a commitment to 4 core principles:
 

Fiduciary
We believe that you shouldn’t have to worry if the financial advice you are getting is in your best interest or not. At Pulse Financial Planning, we’ve taken a fiduciary oath. This means we are committed to always putting your interest ahead of our own (no exceptions, ever).

Fee-Only
Sometimes the costs of your investments can be less than transparent. It’s why the only compensation we accept is directly from our clients. That means we never get compensated by any 3rd parties via commission, referral fees, mutual funds, or any other method. We are here to serve nobody but you.

CFP®
Much like the medical field has designations such as MD and RN, financial services has the CFP® certification. By hiring a CFP®, you know you are working with someone that has financial planning experience, gone through extensive schooling, passed a board exam, and has taken an oath to place the interest of their clients ahead of their own.

Approachability
We are committed to fitting into your busy schedule. Both virtual and in person meetings are available. We also do not maintain account minimums. This allows you to focus on the things that are most important to you: your family, your profession, and yourself.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • 403(b) and Pension Analysis
  • Investment Management
  • College Education Planning
  • Student Loans
  • Tax Efficiency

Ideal Clients

  • Healthcare Professionals
  • Nurses
  • Growing Families
  • Sudden Money Situations
  • Novice Investors
  • Retirees and Near Retirees

Working Together

  • Virtual Meetings
  • In-Office Meetings
  • Transparent Fees
  • No Product Sales
  • Complimentary Initial Consultation
  • Fiduciary

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Matt Elliott is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Matt Elliott is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Matt Elliott is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Matt Elliott

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Office Locations:

  • 3265 19th St NW
    Suite 700
    Rochester, MN 55901

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