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

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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

118 Vintage Park Blvd., #W734 Houston, TX 77070 Phone: (832) 856-2825

Other Offices

25700 I-45N, Ste. 400 The Woodlands, TX 77386 Phone: (832) 856-2825