Flaxon Elrod (CFP®)
Flaxon Elrod focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Middle Income Client Needs
- Millennials
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Middle Income Client Needs
- Millennials
Planning Specialties
Lance holds the CERTIFIED FINANCIAL PLANNER(TM) designation and has a financial planning first approach. We specialize in working with families in transition; whether that be newly weds, career changers, big promotions, adding to the family, to the other end of the spectrum with retirement, divorce, or loss of a spouse, we are here for every step of the journey.Additional Information
I am co-owner of Next Step Financial Transitions with my lovely wife, Tessa Elrod. I believe that most financial planning concepts have become overcomplicated; my goal is to declassify these concepts into conversational terms and educate you enough so that you understand and feel comfortable with any decision you make.
I hold a BS in Personal Financial Planning from Texas Tech University and am a CERTIFIED FINANCIAL PLANNER™ practitioner. Like many new graduates, I began the early part of my career trying to discover my place and passion within my industry. During that time, I worked short stints with United Capital Private Wealth Counseling, which now comes under Goldman Sachs Personal Financial Management Umbrella, and May and Barnhard, P.C., which recently changed their name to Councilor, Buchanan & Mitchell, P.C… Although I enjoyed financial planning, I felt compelled to take a brief detour as a Mud Engineer because Oil & Gas is what you do when you move to Houston, right?
In 2015 I rejoined the industry, where I dug into my career and recognized my desire to serve individuals and families in the under-served, early stages of life.NAPFA Start Date
February 24, 2023
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