We build plans for
your possibilities
Fortune Favors the Prepared
We want to build wealth for women and families—and we’ve got a plan.
We help our clients take smart risks and live life on their own terms.
Through adept financial planning, our clients can say “no” to what doesn’t matter and “yes” to everything else.
Whether it’s starting your dream business, taking a family trip, or giving your children the opportunities you didn’t have—we can build a plan for the life you want.
We encourage our clients to dream big and live better.
how we plan
We love diving into the details our clients don’t.
Once we know your priorities, we’ll look at how you’re spending your money and where you could be saving, where your wealth might be at risk, and how best to invest.
Once we know your priorities, we’ll look at how you’re spending your money and where you could be saving, where your wealth might be at risk, and how best to invest.
DO YOU HAVE YOUNG CHILDREN?
We’ll help you determine the best way to save for college and build a foundation for their own financial footing.
DO YOU WORK AT A BIG COMPANY?
Let’s discuss the best way to diversify your company stock and the difference between the restricted and non qualified stock options you’re being offered.
DO YOU HAVE AGING PARENTS?
We’ll compare costs and evaluate the tradeoffs of living independently versus entering an assisted living facility.
Do you want to make an impact beyond your family?
We can help you create a philanthropic plan to support causes you believe in and leave a legacy.
HOW WE COMMUNICATE
You can expect to hear from us regularly. As markets fluctuate, new legislation is enacted, and life events unfold, we’ll be the first to contact you.
But we won’t waste your time. We value brevity over complexity and plain English over jargon.
We promise to communicate clearly, candidly, and thoughtfully over the course of our partnership.
HOW WE INVEST
Like the relationships with our clients, we believe the best portfolios are built for the long term.
Through the market’s inevitable ups and downs, we’ll provide the perspective and guidance you need to stick to your plan.
The best approach is simple:
01.
Before investing a dime, we become experts on you: your priorities, timeframe, and comfort with risk.
02.
Create a portfolio of low-cost, broadly diversified investments customized to reflect your personal values.
03.
As your life changes, we adjust the portfolio accordingly, not because of momentary changes in the market.
04.
Minimize costs and taxes to preserve your assets wherever possible.
How We Get Paid
We believe the best, and only, way to make sure you and your advisor are on the same team is to hire a fee-only advisor who acts as a fiduciary.
That’s why Uplevel Wealth is an independent fee-only firm. Our clients pay us one fee that includes financial planning and investment management. We do not receive any commissions, kickbacks or receive any other form of compensation.
As a fiduciary, we always act in your best interest.
GET AHEAD BY GETTING STARTED
Step 01.
Contact us. Let’s talk about you and what you’re looking for. If we are the right fit, we’ll move on to the next step. If not, we’ll happily point you in the right direction.
Step 02.
We’ll schedule a one-hour virtual meeting to learn more about you. We’ll guide you through the process of uncovering what’s most important to you and address your top questions.
Step 03.
We’ll create your Uplevel Plan that captures what we heard and how we can help. Then, you decide if we are the right team for you. Simple.