Broker Check

Free Business Assessment

Elevated Wealth Advisory is a fiduciary that guides business owners looking for successful exit plans, employee retirement plans, and insuring key men/women. If this is you, let’s chat and learn more about each other! The process below is designed to give you a road map to making the best decision about working with us, all before paying us a dime. 

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Step 1: Free 15-Minute Call Assessment

Step 1: Free 15-Minute Call Assessment

No two clients are alike and we want to make sure our services match your current situation. This 15 minute call determines if we are able to bring the value that you and your family deserve. If we feel that we are not a good fit, we will happily point you in the direction of another firm that would best suit your needs. Prospective clients will be asked to fill out our Elevated Relationship Builder survey to help us have a meaningful conversation during this meeting.

Here is the survey.

Step 2: Due Diligence Conversation

Step 2: Due Diligence Conversation

The goal of this meeting is to go into detail on what you are looking for in a financial advisor relationship. We assess your unique financial situation and discuss any concerns you may have. This meeting is a thorough review and analysis of your current holdings. We will also determine your definition of "financial freedom." 

Step 3: Basic Analysis

Step 3: Basic Analysis

Let's determine the value we can bring to you & your family.

We discuss basic takeaways from the due diligence conversation. We will propose actual services and how we can be a partner going forward.  Clients can expect to be given a proposal summary for the services we're able to provide. We then ask that you take a few days to consider our proposals and make sure you feel we are a fit for your needs. We understand that this is a major decision and never want a client to feel rushed.

Step 4: Finalize Plans

Step 4: Finalize Plans

You've determined that we are a proper fit for you. This meeting will review the finalized plans, review any questions you may have, and begin the paperwork process. 

If at any point you feel we are not a fit for your financial needs, we are more than happy to part ways as professional connections. We will never push for a hard sale at our firm. 

Step 5: Onboarding

Step 5: Onboarding

Welcome to the Elevated Wealth Advisory family! This step includes moving your accounts to our platforms to ensure the plans and strategies we've discussed are fully executed. Majority of documentation can be signed electronically, but in some cases an in-person signature is required.  We take care of everything behind the scenes to make the transition as easy as possible for you

Step 6: Ongoing Support

Step 6: Ongoing Support

We truly value your decision to work with our firm and you'll receive ongoing support along with industry insight. You will be given login information for all of your accounts and access to technology that we use at Elevated Wealth Advisory. We are here for any changes that come your way and always want you to feel your plans have been elevated to the next level.