Broker Check

Yearly Client Service Reviews

Elevated Wealth Advisory works year-round to ensure our clients receive one-on-one reviews that keep their financial well-being accurate and up-to-date. This allows you to stay track to hit your personalized financial goals.

2024's Service Schedule 

View Yearly Schedule

Beneficiary Review

Knowing where your money goes should a "What If" moment happen is very important. Use this checklist to help with what to consider when choosing beneficiaries.

Issues to Consider when Reviewing Beneficiaries

Investment Review

There are lots of things to consider when reviewing your porfolio and allocations. Use this guide to see if any adjustments should be made.

What to Consider When Reviewing Investments

Semi-Annual Review

Use this checklist to get ready to review your financial plan. This will help EWA point out any planning that should be discussed.

Topics to Consider Prior to Annual Review

Tax Planning

Tax planning should not be done only once a year. But with the April deadline these checklist will help prepare you for filing season.

Topics to Review With Taxes While Working

Insurance Review

Being protected is important when it comes to financial planning. Use these links to help uncover potential gaps in your insurance policies.

Topics to Consider When Reviewing Home/Auto Insurance

Employer Provided Benefits

Are you taking advantage of all the benefits with your retirement plans at work? Use this guide to help address any potential savings gaps.

Make the Most of your Employer Sponsored Retirement Plan

Business Owners

Being your "own boss" can mean a lot of things. Use these guides to help with things to consider when self employed.

Topics to Consider as a Business Owner or 1099 Employee

Estate Planning

Proper estate planning is essential for financial plans. Use these guides when creating or reviewing estate documents or receiving a windfall of money.

Topics to Consider When Creating Estate Documents

Year End Planning

Use this resource to ensure that you are properly prepared for the end of year with your financial plans.

Topics to Consider for Year End Financial Planning

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