Fee-Only Fiduciary
Financial Planner.

Lifelong Learner.
Financial Education Spreader.

I’m a CFP® professional, Registered Life Planner®, and Chartered Life Underwriter® who is passionate about helping others develop a better relationship with money.

Elliott Appel

My Experience & Focus

Financial Planning and Investment Management

I’m a money nerd. I love planning. No money decision is easy. Each person has a unique money story. I see every individual as a puzzle with thousands of possible combinations. Only through conversation can the right plan come to life.

I Talk About Money

A blog I created to teach people in their 20s and 30s about money and inspire conversations with everyone. I create content each week on topics about personal finance. It’s my vision to live in a world where people talk about money.

Making the Most of Time Podcast

A podcast for people about to lose a significant other, widows, and other people affected by major health events. I talk about money, loss, and grief. Life’s short. Let’s talk about making the most of time – emotionally, spiritually, mentally, physically, and financially.

Other Passions

Running, hiking, cooking, reading, guitar. While most of my time is spent thinking about investments, insurance, tax planning, estate planning, budgeting, and how to make better financial decisions, I try my best to unplug with other passions.