Michael Reynolds, CFP®, CSRIC® Elevation Financial LLC
- Virtual, Westfield, IN 46074
- (317) 207-0211
- https://www.elevationfinancial.com/
About Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™
I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors.
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.
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
Credentials
– CERTIFIED FINANCIAL PLANNER™ (CFP®)
– Chartered SRI Counselor™ (CSRIC®)
– Accredited Investment Fiduciary® (AIF®)
– DACFP Certificate in Blockchain and Digital Assets®
– Certified Financial Therapist – Level I™
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
Read Michael’s blog here: https://www.elevationfinancial.com/blog
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Owners
- Gen X
- Self-Employed Individuals
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Quarterly Fee: $300+/qtr
- Flat Fee: $1200+/engagement
- Hourly Fee: $250+/hr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
