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Level Up Your Money

Progressive, Virtual Financial Advisory & ESG Investing

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A Progressive Path to Wealth

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.

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Modern Financial Advice

Create a money journey that helps you say "yes" to your dreams, with supportive, modern, and empathetic financial advice.

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Impact Investment Management

Build a portfolio of ESG (environmental, social, and governance) investing focused on supporting and developing a better world.

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Modern, Non-stuffy and High-tech

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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A Progressive Financial Partner

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.

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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.

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EP77

E77: Reviewing Your Credit Report

It's a good idea to review your credit report once a year. We'll discuss how to do that and what to look for.

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EP76

E76: Identity Theft Protection 101

Is ID theft protection worth it? How do these services work? We'll talk about the ins and outs of protecting yourself and whether to consider an ID theft protection service.

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EP75

E75: Secure Your Life With a Personal Cybersecurity Audit

We live in a world driven by technology. This can make life easier but it can also open us up to vulnerabilities and hacks. It's a good idea to audit your personal cybersecurity practices on a regular basis to keep your money and life safe. In this episode, we'll walk through some security practices together to help minimize your exposure to nefariousness.

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Elevation Blog

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Posted by: Michael Reynolds on August 27, 2020

How I Organize My Bank Accounts (A Blueprint for Structured Banking)

Being intentional with your money means paying attention to it. Directing it. Thinking carefully about how it flows into and out of your life. Being thoughtful about how you organize it. This banking structure can get you there.

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Posted by: Michael Reynolds on Aug 4, 2020

Starry-eyed About Real Estate Investing? Here's a Dose of Reality.

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Posted by: Michael Reynolds on Jul 29, 2020

What is an Investment Policy Statement?

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Posted by: Michael Reynolds on Jun 16, 2020

How to Launch an Online Course or Product

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Posted by: Michael Reynolds on Jun 10, 2020

13 Myths About Working With a Financial Advisor

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