Level Up Your Money

Flat Fee Socially Conscious Financial Planning & ESG Investing

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.

Modern Financial Advice

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

Impact Investment Management

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

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.

EP153

E153: Comparing the Risk of Loss vs. the Risk of Missing Out

Fear of loss and volatility can cause anxiety, especially in scary markets. It can cause many to try to reduce risk by staying out of the market or being very conservative. But there is also a risk to NOT taking risks.

EP152

E152: Five Things You Need to Know About Your Roth 401(k)

Everyone has heard of a 401(k), but not as many people are aware of the Roth 401(k). Let's unpack a few facts and insights about the Roth 401(k) and how it works.

EP151

E151: How Big Should My Emergency Fund Be?

We've all probably heard the "3-6 months of expenses" rule of thumb for your emergency fund. But like most things in personal finance, it's not a one-size-fits-all. We'll talk through the nuances of how to think about how much should be in your emergency fund.

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