Posted by: Michael Reynolds on May 7, 2021
How I Approach Investing With My Clients
With so many options and investing styles, how do you make sense of it?
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.Learn More
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 More
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.
As business owners or 1099 contractors, it's likely that we need to pay quarterly estimated taxes. But how do they work? How much do we need to pay? We'll discuss the mechanics of quarterly estimated taxes today with Kim Padgitt from The Tax Advantage LLC.
For many business owners, it's not enough to just make money. We also want to have a positive impact in the world and in our communities. We'll talk through some ways businesses can align business with values.
We encounter a lot of financial documents throughout our lives. Which ones do we need to keep on file and for how long? This episode includes a downloadable checklist.
Posted by: Michael Reynolds on Jan 8, 2021
Posted by: Michael Reynolds on Aug 27, 2020
Posted by: Michael Reynolds on Aug 4, 2020
Posted by: Michael Reynolds on Jul 29, 2020