Download the Getting Familiar with Elements Guide!
Click the Download Now to get the Getting Familiar with Elements Guide. You'll find out what each of the elements are and why they are so important to your finances.
Hi! I'm Alan Rhode, the Founder and CEO of Modern Wealth Coaching. Through our Financial Planning Coaching, I inspire individuals to cultivate their wealth, enabling them to progress in their financial journey without the pressure of being pitched products.
As an active member of several professional institutions, including the CFP Board, The Investment and Wealth Institute, and the Penn State Alumni Association, I've garnered over a decade of expertise. I've guided numerous individuals and families to their financial aspirations during my tenure at prestigious firms like Merrill Lynch, Morgan Stanley, Goldman Sachs, and at my independent firm, Modern Wealth.
My insights have been featured and recognized in renowned publications and platforms such as The New York Times, MarketWatch, MSN, and Fox News, among others.
I graduated with pride from Penn State University, holding a Bachelor of Science degree in Finance. I've also pursued my CFP education at the American College of Financial Services and have earned notable designations like the Certified Private Wealth Advisor® from Yale University, the CEPA® credential from the Exit Planning Institute, and the Registered Life Planner program through the Kinder Institute of Life Planning.
When I'm not empowering individuals to optimize their wealth, I can be found racing, cheering for Philadelphia sports, working out, lounging at the beach, savoring a rare bourbon or a full-bodied Cabernet, or most importantly, cherishing moments with my loved ones – they are my world.
Who We Help
A one-on-one relationship with a financial planner is not for everyone. And that's okay. Until now, there hasn't been a planning option that wasn't based on selling investments, insurance, or some time of product first. It's time for a change.
Do you feel like... you're not ready to work with a planner
Do you prefer... to manage your own finances
Have you had... a bad experience with an advisor in the past
Do you not want... to spend the thousands on an advisor
Modern Wealth Coaching, powered by Elements, is a Financial Planning app and coach in your pocket. Elements is a set of financial indicators that provide a clear view of your financial health. You can think of the Elements scorecard like your vital signs at a doctor's office. They help you both see how you're doing financially and where you should focus your efforts to progress toward your goals. In this app and course, you will learn and answer questions like...
Are you taking the right amount of risk?
Do you have the right mix of assets?
How much wealth do you need to make work optional?
Modern Wealth Coaching, powered by Elements, is a Financial Planning app and coach in your pocket. Elements is a set of financial indicators that provide a clear view of your financial health. You can think of the Elements scorecard like your vital signs at a doctor's office. They help you both see how you're doing financially and where you should focus your efforts to progress toward your goals. In this app and course, you will learn and answer questions like...
Are you taking the right amount of risk?
Do you have the right mix of assets?
How much wealth do you need to make work optional?
With Modern Wealth Coaching, you're investing in a tool that promotes financial literacy, empowerment, and independence.
Our goal is not to give advice but to provide you with the understanding to make your own decisions and edge closer to your best life.
For a modest price, you gain access to a comprehensive, easy-to-use system that helps you navigate the complexities of personal finance and brings you one step closer to financial wellness.
