Anika Hedstrom, CFP®, MBA Uplevel Wealth

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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.

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Recently Published

How To Take Advantage of New Energy-Efficient Tax Rebates and Incentives

September 30, 2022

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.

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Are We In a Recession? If Not, Is a Recession Coming?

August 31, 2022

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.

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Margin for Error

July 27, 2022

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.  

The post Margin for Error appeared first on Uplevel Wealth.

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Ideal Clients

  • Established Professionals
  • Female Executives
  • Gen X
  • Single Women

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $400+/mo
  • Quarterly Fee: $1200+/qtr
  • Flat Fee: $999+/engagement
  • Assets Under Management: 1.00%

SEC Records

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