You've Chosen Essential - Great Choice!

Thank you for choosing Essential – you're taking the first step toward organized, professional financial planning.

Thank you for choosing Essential – you're taking the first step toward organized, professional financial planning.

1: 15-Minute Call

We'll discuss your goals, confirm Essential is the right fit, and outline your next steps.

2: Review Documents

We'll email you our service agreement and disclosure documents to review before our next step.

3: Welcome to Censifi

Complete your enrollment and schedule your first semi-annual planning review.

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Triangle

Questions? We're here to help

Independent financial advisor providing transparent flat-fee guidance vs traditional percentage-based AUM models. Same expert advice whether you have $100K or $10M.

© Copyright  2024  | Censifi, LLC ("Censifi") is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results. Please refer to Censifi Disclosures & ADVs for additional information and risks. All Rights Reserved.

Disclosures & ADVs

Independent financial advisor providing transparent flat-fee guidance vs traditional percentage-based AUM models. Same expert advice whether you have $100K or $10M.

© Copyright  2024  | Censifi, LLC ("Censifi") is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results. Please refer to Censifi Disclosures & ADVs for additional information and risks. All Rights Reserved.

Disclosures & ADVs

Independent financial advisor providing transparent flat-fee guidance vs traditional percentage-based AUM models. Same expert advice whether you have $100K or $10M.

© Copyright  2024  | Censifi, LLC ("Censifi") is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results. Please refer to Censifi Disclosures & ADVs for additional information and risks. All Rights Reserved.

Disclosures & ADVs