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We build financial plans to help you live well



We help professionals who are at the top of their game level up.

By creating thoughtful, clear, and intentional financial plans, we help our clients live the lives they envision.

Together, we help you manage your money, build your wealth, and plan for your future.

Do Wealth Better

We believe in the power of the client experience — the personal connections offered in a boutique firm, the craft in partnership, and the intentionality of service.

We also believe in the power of women. Studies show women achieve better investment outcomes, take a longer term view, and are less prone to take disastrous risk*.

Yet, only 23% of CERTIFIED FINANCIAL PLANNERS™ are women**, leaving fewer opportunities for clients to benefit from the unique perspectives and life experiences women advisors bring to the table.

We designed a new model that does wealth better.

We love partnering with our clients on their money journeys. Recently, we had an opportunity to share our own story.

Hear from Uplevel Wealth co-founder, Anika Hedstrom, about the triumphs and disasters, challenges and reflections along her path in a new book, My Money Journey. She and 29 others share their personal stories about finding financial freedom–and how you can too.

Worth Mention

Anika Financial Crossroads Podcast

Financial Crossroads Podcast: Margin for Error

Anika was recently a guest on the Financial Crossroads podcast to talk about her contributions to Jonathan Clements’ newest book,  My Money Journey. She also discussed shaping her business vision
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What Issues Should I Consider When Reviewing My Insurance?

Summer is in full swing, and road trips are some of the best ways to get out and explore nature and new places.  With an average of $4.65 at the
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How to Save and Invest for Kids

How to Save and Invest for Kids

As new babies are born, summer job paychecks roll in, and high school graduates gear up for college in the fall, many parents ask themselves what they should be doing
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