Level Up Your Money

Modern Financial Advisory for Service Business Entrepreneurs

Financial Planning

Build a roadmap for reaching your financial goals with a cloud-based, high-tech experience.

Financial Coaching

Financial coaching to help you stay accountable and focused on your goals, budgeting, and decision-making. Includes business consulting for entrepreneurs.

Investment Management

Investment advice and management to keep you on track for retirement and long-term investing with a focus on impact investing.

Friendly, Non-stuffy and High-tech

We want to help people. We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.

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Your Financial Partner

Planning, coaching, advice and sounding board. We are all of these things and more. If you're looking for a true financial partner, you're in the right place.

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Wealth Redefined® Podcast

Practical discussions and insights on money with a modern approach to building wealth.
Hosted by Michael Reynolds, independent financial advisor and Principal of Elevation Financial.

EP56

E56: My Top Three Ways to Achieve Extreme Productivity

A lot of us struggle with productivity. Being able to get things done is a pretty clear competitive advantage when it comes to money. If you are productive, you are potentially more likely to increase your wealth because you can simply get more done which leads to success in business, work, running your household, and pretty much every area in life.

EP55

E55: Common Financial Questions Unpacked (A Mastermind Discussion)

Michael's financial advisor mastermind group tackles your most common financial questions in a lively round table format. Everything from tackling debt to student loans to college funding to investing and more.

EP54

E54: Navigating Family, Work, and Productivity in the Pandemic (with Matthew Brennan)

Professional journalist and copywriter Matthew Brennan joins us today to have a conversation about balancing work, life, and productivity in the pandemic.

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