Socially Conscious Financial Planning & 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.
EP117
It's not uncommon to have more than one source of income. Some people have more than one job while others have a "day job" and a side hustle they are starting. Others are "parallel entrepreneurs" with more than one business. We'll discuss techniques for managing multiple ventures more effectively.
EP116
We all like to believe that we'll live forever and remain in good health along the way. But the reality is, we sometimes need a little help later in life. And this can come with a cost. We'll talk through some long-term care scenarios and why it's important to consider them in your financial plan.
EP115
Many years ago I decided to opt out of credit cards. And I have my reasons. I'm not saying anyone is "wrong" for using credit cards or that credit cards will ruin your life (although they sometimes do ruin lives) but I am suggesting that it may be worth re-examining why you use credit cards and deciding for yourself if they are really worth it. Here are my reasons for not using credit cards.
Posted by: Michael Reynolds on May 7, 2021
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Posted by: Michael Reynolds on Jan 8, 2021
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Posted by: Michael Reynolds on Aug 27, 2020
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Posted by: Michael Reynolds on Aug 4, 2020
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