About Elevation Financial

Elevation Financial is led and owned by me, Michael Reynolds, CFP®, CSRIC®, AIF®, CFT™.

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only fiduciary financial planning and investment management firm.

I work with individuals and families who are ready to gain greater control over their money and build a life with intention.

I create a judgment-free space that empowers my clients to talk openly about their financial challenges, which can help form healthier relationships with money.

I’ve been an entrepreneur for over two decades and have built and sold multiple businesses, including a digital marketing agency, a software company, and other service businesses. As a result of my business background, I often help my clients with similar challenges, including starting a business, or building and optimizing a business.

I am tech-forward and highly organized. Many of my clients appreciate this because I am able to help them get organized with their money while providing accountability to help them make progress.

Ultimately by working together we will help you make better money decisions, avoid costly detours, and lead a more fulfilling life.

I host a weekly personal finance podcast called Wealth Redefined® which can be found whenever you listen to podcasts.

I'm a sushi lover, Star Trek nerd and firmly in defense of one space after a period.

I am a YNAB Certified Budgeting Coach, which means that I have been trained to coach people on using YNAB software and the YNAB budgeting method. I have met select requirements of You Need a Budget LLC in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or its affiliates.

Read more about our philosophy and investment thesis as a firm.

In addition to comprehensive financial planning, I have some specific areas of deeper expertise.

My areas of specific expertise

  • Socially Responsible Investing / ESG / Impact Investing
  • Entrepreneurship and mentoring business owners
  • Financial therapy and helping my clients develop healthier relationships with money
  • Budgeting and cash flow management
  • Helping my clients maintain responsible exposure to digital assets / cryptocurrency
  • Tax prep and filing
  • Business bookkeeping

Credentials

Superpowers

  • Trying 17 different apps to solve a problem and then using none of them
  • Choosing the perfect stock photo for any occasion

Kryptonite

  • Losing all ability to type when someone is watching

Are you an event planner, podcast host or media pro looking for headshots of Michael? Download them here.