Progressive, Virtual Financial Advisory & ESG Investing
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Build your path to wealth with a simple, high-tech experience that supports your journey to financial independence and helps you handle your money with intention and purpose.
Create a money journey that helps you say "yes" to your dreams, with supportive, modern, and empathetic financial advice.
Build a portfolio of ESG (environmental, social, and governance) investing focused on supporting and developing a better world.
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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You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.
Learn MorePractical 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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We can all struggle with avoidance of money issues at certain points in our lives. Let's talk about how to move past them.
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Starting a business can be an exciting adventure and it can be even more exciting to start it with a partner. Is this always a good idea? What should you think through before launching a partnership?
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Many small businesses received a PPP Loan earlier this year. Now there are questions about forgiveness. We'll do a short update on the state of PPP Loan forgiveness.
Posted by: Michael Reynolds on Aug 4, 2020
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Posted by: Michael Reynolds on Jul 29, 2020
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Posted by: Michael Reynolds on Jun 16, 2020
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Posted by: Michael Reynolds on Jun 10, 2020
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