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Level Up Your Money

Elevate your financial health and your impact in the world through socially responsible investing and financial planning.

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Financial Planning

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

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Financial Coaching

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

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Investment Management

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

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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

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.

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EP49

E49: How to Request Mortgage Forbearance Under the CARES Act

The CARES Act allows the forbearance of mortgage payments due to financial hardship due to the COVID-19 emergency. Here's how to find out if you qualify and how to request it.

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EP48

E48: Unpacking the CARES Act and What It Means for You

The CARES Act was signed into law on March 27, 2020. There's a lot to unpack for both individuals and small businesses. We'll talk through the key provisions and what it means for you.

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EP12

E12: Growing Slow Without Debt or Investors

There is often pressure on entrepreneurs to grow as fast as possible by relying on debt or investors. But is this really the best path for everyone? We discuss the benefits of slow, controlled business growth and how to manage it.

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Elevation Blog

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Posted by: Michael Reynolds on February 18, 2020

Why I Don't Own a Credit Card

I know, I'm a total weirdo and most people can't understand how I can function as a human on planet Earth without credit cards. After all, 83% of people aged 30 - 49 own a credit card and over half the households in the U.S. carry credit card debt so I must be missing out, right?

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Posted by: Michael Reynolds on Feb 18, 2020

How I Approach Investing With My Clients

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Posted by: Michael Reynolds on Feb 18, 2020

I'm a Financial Advisor — Here Is How I Organize My Bank Accounts

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Posted by: Michael Reynolds on Feb 18, 2020

Why Entrepreneurship is the Third Pillar of Wealth

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Posted by: Michael Reynolds on Feb 18, 2020

The Value of Separating Your Identity from Your Business

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