Our Purpose
Creating Your Blueprint
At Elevate Wealth Planning, we value mutual understanding and candor with our clients in order to create synergy of purpose. We start by preparing clients for the ebbs and flows of a long-term investing journey.
Our team’s focus on fostering an “investment mindset” helps clients embrace the long-term financial blueprint, so they feel secure along the way. We offer a holistic view to investing that meets clients where they are and connects all aspects of their financial life to create a clear path forward.
Our decades of experience means we’ve seen it all. We’re equipped to navigate financial complexities and educate our clients so they can become more financially empowered.
Our History
The roots of Elevate Wealth Planning date back to 1997, when Chris was at a previous financial services firm. His desire to provide his clients with independent advice to better serve their best interests motivated him to launch his own firm.
In 2018, Chris founded Elevate with Debbie Schmidt as the firm’s client relationship manager, bringing their 40 years of combined experience to an independent practice focused on encouraging, educating, and empowering their client’s decisions. Elevate provides financial life coaching with a comprehensive view on investing, using a disciplined and well-reasoned approach to create a clear path forward financially.
Our Approach
We understand when it comes to personal finance, many people are intimidated by the challenge of recognizing which actions are effective or not. Elevate Wealth Planning’s strength is in discerning that critical difference for you and communicating your options clearly. By making your finances a simpler and more comfortable subject, our team seeks to provide you peace of mind.
