J. Elliot Shields, LLQP
“Get hurt. Get sick. Get paid.”
My goal is to protect 10,000 families by 2038.
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Book Intro Q&A Phone Call w/ Elliot (15min) -
Book Virtual Financial Needs Assessment Review (30min) -
Book Virtual Needs & Expenditures Assessment (1-2hr) -
Book In Person Needs & Expeditures Assessment, Education, and Application (2-4hr) -
Homework - Financial Needs Assessment -
Homework - Client Information Form -
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Instagram
Personal Finance
Coaching (Football, NeuroAthletes)
Lifting & Fitness
Squash
Snowboarder-X Racing
Hiking
Music Festivals
BBQ
Boating
Cross-X Skiing