Level Up Your Money

Modern Fiduciary Financial Planning & Investment Management

As featured in

Logo for NerdWallet
Logo for Investopedia
Logo for CBS News
Logo for NPR

Modern, Non-stuffy and High-tech

We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.

Learn More

A Progressive Financial Partner

You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.

Learn More

E279: 3 Ways to Invest in Crypto (and My Preferred Method)

Cryptocurrency has moved from the fringes of finance to a mainstream investment option. If you're considering adding crypto to your portfolio, you have several ways to gain exposure.

E278: Debunking the Most Common Personal Finance Lies on TikTok

Scroll through TikTok (or YouTube and similar platforms) for five minutes, and you'll find no shortage of confident voices promising to unlock the secrets of wealth building. Some claim you can retire by 30 with one simple trick. Others insist traditional financial advice is a scam designed to keep you poor. Let's examine some of the most popular and prevalent personal finance "tips" on social media that are actually myths or at best, misleading.

E277: Dollar Cost Averaging vs. Lump Sum Investing – Which Strategy Wins?

When you have a significant amount of cash to invest, you face a sometimes tough decision: should you invest it all at once or spread it out over time?

Logo for YNAB
Logo for XYPN
Logo for CFT-I
Logo for CFP
Logo for CSRIC
Logo for NAPFA
Logo for CBDA
Logo for AIF
Logo for NATP
Logo for Bookkeeping
Logo for Tax 1