Anika Hedstrom, CFP®, MBA Uplevel Wealth
About Anika Hedstrom, CFP®, MBA
As co-founder of Uplevel Wealth, I create thoughtful financial plans that help families design and lead intentional lives.
I’m committed to my work. Here’s why.
Once upon a time, I worked alongside exceptionally bright, accomplished professionals on investment trading floors and as an expat in SE Asia.
I was surprised to learn how few of these professionals had a vision for their own financial lives.
This dichotomy stuck with me.
Fast forward several years. I became a CERTIFIED FINANCIAL PLANNER™, served accomplished professionals at a boutique wealth management firm, shared advice on how to make better money moves with NerdWallet, and went on to lead financial planning for clients at a large registered investment advisory firm.
I co-founded Uplevel Wealth to help professionals at the top of their game level-up, build wealth, and create plans for their possibilities.
When I’m not perfecting financial plans, you can find me downhill skiing, whitewater rafting, enjoying a glass of good Oregon pinot, or chasing after my young twins as they head in opposite directions.
As part of President Biden’s recently passed Inflation Reduction Act, homeowners have a great opportunity to make energy-efficient upgrades to their home while saving money in the process. Some Background It’s estimated that residential homes consume 21% of U.S. energy consumption, with poor insulation, leaky windows, and inefficient heating and cooling systems contributing to […]
The post How To Take Advantage of New Energy-Efficient Tax Rebates and Incentives appeared first on Uplevel Wealth.
With high inflation, the Federal Reserve raising interest rates, and the economy contracting for two consecutive quarters, the possibility of a recession doesn’t seem far-fetched. Contrast that with a strong dollar, job market, and resilient corporate and personal spending, and there is room for debate. What do we know? Economists are notoriously bad at predicting […]
The post Are We In a Recession? If Not, Is a Recession Coming? appeared first on Uplevel Wealth.
Anika was humbled when respected financial journalist and veteran Wall Street Journal writer Jonathan Clements asked her to contribute a chapter to his new book, My Money Journey. In it, she details some personal obstacles and financial bloopers, including the money pit above. Her story can be found on HumbleDollar.
- Established Professionals
- Female Executives
- Gen X
- Single Women
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $400+/mo
- Quarterly Fee: $1200+/qtr
- Flat Fee: $999+/engagement
- Assets Under Management: 1.00%