Relationships Built on Trust and Sound Decisions

Elevate Wealth Planning is here to serve as your financial life coach. Our relationship is most important: It starts with mutual trust and is served through counseling, involving guidance, partnership, and accountability.

We believe that developing healthy habits and sound decision-making is the foundation for your financial success, so we offer long-term support and skills you need to handle any challenging financial conditions.

How Do We Get There?

Here at Elevate Wealth Planning, we believe in the power of establishing meaningful connections. To us, genuine, long-lasting partnerships with our clients are always our chief goal.

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Primacy of Relationship:
We Care

We strive daily to develop and nurture mutual trust through honest and frequent communication. We earn that trust through transparency and believe in communicating what you need to hear versus what you want to hear. Our relationship is essential to your long-term success.

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Goals, Plan, Portfolio:
Your Goals are Priority #1

This is the order that makes the most sense to us. We need to understand your goals and what’s most important to you to provide the professional guidance and structured plan to attain your goals. We see ourselves as your ultimate coach. A portfolio without a plan is like a ship without a rudder.

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Erosion of Purchasing Power:
The Real Risk

In the long run, money can be defined as purchasing power. We see the ultimate risk to the long-term investor as the rising cost of living due to inflation. Even if you perfectly preserve your principal, when your cost of living doubles, you’ve lost half of your money.

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Belief in Company Ownership:
Invest, Preserve, Grow

Your ownership in the great companies of the Americas and beyond has proven to be the most successful long-range investment strategy. Historically, equities have preserved and enhanced purchasing power over time. The real return of owning companies (the margin of safety they have provided over inflation) has been two or three times the return of other strategies.*

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Volatitility Does Not Equal Risk

The superior long-term returns of equities are a function of and caused by their greater volatility. Volatility is not the same as risk, as all historical declines have been temporary, and the advance of equity values has been permanent.

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Investor Behavior

Our goal, and we believe our highest value, is to guide clients away from making emotionally-charged investment decisions. Elevate brings real value to you as an investment behavioral coach with the experience to help you improve outcomes.

Discipline

No Market Timing:
Faith, Patience, Discipline

No one can gain an advantage over the equity market by moving in and out of it because of current events or perceived threats. For this reason, we will always counsel patiently holding the portfolio which seems best suited to your long-term goals.

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How We Work:
Upfront, Honest, Transparent

At Elevate, we believe cost should be easily understood and fair. Generally, we charge a percentage of assets under our stewardship. Elevate provides value to you through our guidance (behavioral and otherwise), planning, portfolio design and selection, and all monitoring, reporting, and client service.

*Please note that past performance does not guarantee future results and being an equity investor also includes taking on more risk.

Avoid Investor Mistakes

“A good summary of investing history is that stocks pay a fortune in the long run but seek punitive damages when you try to be paid sooner. Virtually all investing mistakes are rooted in people looking at long-term returns and saying: ‘That’s nice, but can I have it all faster?’”

— Morgan Housel, in his essay: “Too Much, Too Soon, Too Fast.”