Our Process

How Elevated Approaches Your Finances

Our Philosophy

Are You Confident In your Retirement Plan? Do You Have A Clear Understanding of What Your Plan is? Will Your Retirement Allow You to Be Fully Independent?

Our aim is to ensure that you will be able to retire with Confidence, Clarity, & Independence. We strive to understand your needs & goals and develop a roadmap that will do just that.

Confidence – Confidence in your retirement plan is vital to enjoying the time that you have worked so hard to earn.

Clarity – Having a clear understanding of your plan and where it will take you is a necessity to building confidence in what the future holds for you.

Independence – Enjoying financial independence and not relying on others will ensure that your retirement is what you always hoped it would be.

The Elevated Planning Process

See how we work and approach your financial health

Step 01


What would you like your retirement to look like and how would you like your assets to support that vision? During this discovery phase, we define objectives and establish a direction for your planning.

Step 02


Analyzing your available assets and income sources relative to your objectives allows our planning team to craft custom scenarios to meet your unique needs and desires.

Step 03


A plan is formally chosen and the planning pieces are put into place. True collaboration between you and our planning team results in actionable items that reflect your vision for a successful retirement.

Step 04


With your plan in-place and moving forward toward your objectives, regular progress review meetings with you allow us to make necessary adjustments to keep you on-track.

Fiduciary Excellence

As your fiduciary, we are straightforward in our advice, transparent in our fees, and responsive in our service. We engage in the relentless pursuit of putting you first in everything we do.

A Mission of Education First

Our goal is to educate and empower you to make better decisions with your hard-earned dollars.
Large institutions and the sales people they employ are designed to generate large profits. Like yourself, we work hard to provide for our families; we also work hard to make sure that our clients are educated so they can better understand their financial decisions.

When decisions are made with knowledge and logic, you will be able to retire with confidence in your future.

Discover How We Build Your Roadmap

Before you embark on a road trip, do you make a plan so that you can get to your destination? Do you study a map to ensure that you can take the path of least resistance? Of course you do.

Your retirement should be no different. Contact us today to build your roadmap and better understand misconceptions that may interrupt your trip.

Make sure you know where your retirement plan will take you.

Elevated Financial Management

manages assets for individuals and families, providing investment management, and financial planning services

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(253) 342-7142

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