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.

EP147

E147: Using Financial Ratios to Make Better Money Decisions

While financial planning is not one-size-fits-all, it can often be helpful to look for rules of thumb or general guidelines when orienting your finances. We'll talk about some key financial ratios that you can track to help you make better money decisions and monitor your financial wellness.

EP146

E146: Does Socially Responsible Investing, ESG, and Impact Investing Really Make a Difference?

SRI/ESG/Impact investing is getting a lot more attention. While some media attention has been positive, there are plenty of naysayers. Let's talk about the true impact of investing in alignment of positive values.

EP145

E145: Five Simple Money Systems That Will Level Up Your Financial Health

Good habits and systems can lead to great results. In this episode, I will share five of the most impactful (and simple) money systems that can help you significantly improve your financial health.

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