Wealth Spa

LET ME KNOW IF ANY OF THESE QUESTIONS SOUND FAMILIAR…..

• Are you tired of feeling financially disorganized?
• Do you feel financially frustrated? Like you’ve had no real direction with your total money picture over the last few years or maybe your whole life has felt like a financial mess.
• Feeling you really don’t know where to turn to find answers to all your financial questions or you are ready to retire Dr. Google from diagnosing your financial symptoms?
• Wanting money answers from a team of trustworthy financial and legal professionals?
• Do you want everything in your financial life organized and handled for you for around the cost of a monthly gym membership?

THEN WEALTH SPA™ IS FOR YOU!

What is Wealth Spa™?

YOUR MONEY CONCIERGE TO ALL THINGS FINANCIAL

[text_block style=”style_1.png” align=”left” font_size=”16″ font_font=”Raleway”]Ellements Wealth Spa™ is an all-inclusive financial concierge membership service. As a Wealth Spa™ client, you gain year-round access to exclusive offerings, advice and services from top financial and legal professionals with the aim of making your financial life as relaxing as a day at the spa.

Our goal is to make your Wealth Spa™ experience simple, refreshing and enjoyable. Wealth Spa™ will make your financial life as seamless as possible. We are here to help you create financial clarity and fund your dreams.

Becoming part of our Wealth Spa™ means becoming part of a community of an exceptional team of professionals dedicated to helping you accomplish all your financial goals. You’ll receive first-class year-round answers for all your financial, money, tax, estate questions and our team to help you with every financial step along the way.

Our exclusive memberships means we will handle and assist you with everything from filing your yearly tax return, accounting services, financial planning, banking, lending, investments, insurance, right down to making sure you have an updated and complete will and other important legal documents. We organize all aspects of your personal financial life so you don’t have to worry anymore.[/text_block]

[text_block style=”style_1.png” align=”left” font_size=”16″ font_font=”Raleway”]After one appointment at “The Spa” you will begin to feel relaxed around your money, knowing all the details are being handled with delicate care. Our Wealth Spa appointments are located at our Spa, where you get 5-star service every time.

From the moment you walk in, we even serve you your beverage of choice, from your favorite latte to champagne and strawberries, every detail is handled to your choosing. We know what you like and make sure every visit to “The Spa” is an enjoyable experience – one that you will rave about!

Wealth Spa™ is founded and lead up by Lisa Elle, Certified Financial Planner®, Certified Cash Flow Specialist™, Certified Professional Consultant on Aging, and Fellow of the Canadian Securities Institute. Lisa Elle has over 15 years experience as a Financial Coach and has created a strong team of lawyers, accountants, investment firms, insurance firms, banking and lending firms all for your financial benefit.

We are redefining the financial services industry! We know will find that your decision to become a Wealth Spa™ client will be the best decision you’ve made in a long time.

Ellements Wealth Spa™ will bring clarity, confidence & FUN to your financial life.

We are currently welcoming registrations for our exclusive memberships. This service is only available at the present time to residents of Cochrane, Calgary and Area.[/text_block]

Wait… There are more options!

[text_block style=”style_1.png” align=”left” font_size=”16″ font_font=”Raleway”]We also offer:

Wealth Spa Lite & Wealth Spa Elite!

(Pricing & Packages Below)

Click Here to Register for Wealth Spa Lite!

Wealth Spa™ Elite is ONLY available by application, please email admin@ellementsgroup.com to apply and for more information.[/text_block]

Frequently Asked Questions

[text_block style=”style_1.png” align=”left” font_size=”16″ font_font=”Raleway”]1.What if I already have an accountant that I use? Do I have to use the Wealth Spa™ Accountant?

No,  you don’t have to use our accountant. You are welcome to continue to use your accountant.  With Wealth Spa™ you are able to pick and choose the services you want to utilize as part of your membership. You are not forced into any of our services, however they are there for you to utilize if you wish. We just want to make your financial life as easy as possible.

2. What if I already have my will completed and up-to-date?

No problem! You do not need to run out and get a new will. When the time comes (and it always does!) and you’ve have a material change in your life and require an updated will, as a Wealth Spa™ client that has been with us over a year, that service is available to you even if it is a few years away. We do limit wills to one every five years, although, most people update their wills only a few times in their lifetime.

3. Is there a reduced rate if I only use a few of your services?

No, unfortunately there is no reduced rate if you only use one or a few of our services. However, we believe even if you use one of our services you will find that the financial clarity you gain from Wealth Spa™ is well worth the membership price. We have clients that only use Wealth Spa™ for consultative & advice purposes only (or as a second opinion to all their financial products and services they already have and use) and do not even utilize the remainder of our services, knowing they can use our services anytime in the future as ongoing membership continues.

4. Where do I go to get answers to all my financial and money questions? How many financial questions can I get help with?

Asking a question is easy! You can email Wealth Spa™ directly at admin@ellementsgroup.com. If you want to chat further you are always welcome to call us at 587.577.3553. You can ask us as many financial questions as your heart desires!  We want you to feel confident when you make your financial decisions. Also, we guarantee a response time of 24 hours or less on all business days. So if you do have a burning question on Friday, we may not get to it until Monday.

5. Can I cancel my membership at anytime?

You can cancel your membership within the first 30 days for a full refund. After your first month, you have agreed to a two-year membership contract with Ellements Wealth Spa™. After your first two-year membership contract has been fulfilled, you will then be on a month-to-month contract that can be cancelled at anytime thereafter. However, we do understand that life happens and we want all our clients to be glowing with reviews and thrilled with their Wealth Spa™ experience, so we will take upon review each situation as it comes. It is not our goal to take money from you if you are unhappy with the service you have received.

6. What if I already have a brilliant financial advisor, will Wealth Spa™ still be beneficial to me? 

Yes, Wealth Spa™ is designed to help you with all your financial needs. You don’t need to use all the services we offer. You are welcome to keep your bank accounts and investment accounts at whatever financial institution you like, and we are happy to provide you with a second opinion or an investment review. We are here to fill in all the blank financial puzzle pieces in your life so you can complete your financial picture.

 

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Have more questions? Get in touch with us!

We’d love to meet you!

587.577.3553

admin@ellementsgroup.com