Level Up Your Money

Progressive Financial Advisory for Those Who Dare to Be Better

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.

EP62

E62: Rebalancing Your 401(k) and Investment Accounts (Mid-year Overview)

July is a good time to consider rebalancing your 401(k) and investment accounts. We'll discuss the ins and outs on today's episode.

EP61

E61: Emergency Fund 101

How healthy is your emergency fund? How big should it be? Where should you put it? We talk through these questions and more.

EP60

E60: How to Overcome Your Limiting Beliefs About Money (with Gull Khan)

Do you feel limited by your beliefs about money? Do you feel there is something holding you back from earning the income you deserve? We talk with money mindset expert, Gull Khan about how how to overcome your limiting beliefs about money.

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