Ellevate Advisors LLC

?? Happy Thanksgiving from all of us at Ellevate Advisors! ?? We’re filled with gratitude ?? for our amazing clients—you inspire us every day as you work toward lives filled with purpose and fulfillment! As you gather with loved ones, we encourage you to take a moment to savor what you're thankful for, big and small. ?? Wishing you a wonderful Thanksgiving filled with joy, connection, and all the good things life has to offer. ??? #ThankfulForYou #Gratitude #Thanksgiving #FinancialPlanning #ExitCoaching

? High-achieving advisors, I get it—it’s hard to hit pause on the drive for what’s next. ?? I know firsthand the challenge of meeting big goals and feeling like it’s never enough. ?? It can be tough to step back and appreciate how far we’ve come. Remember: what you have now is what you once wished you had. ?? Those achievements, big and small, deserve recognition—and you do too. ?????? Here are a few ways that have helped me find gratitude on this journey: Celebrate small wins ??: It doesn’t have to be huge! Whether you completed a challenging task or took a small step toward a big goal, mark it. You’ll be amazed at how these small moments add up. Look back on past goals?? : Sometimes, I’ll glance at my old goals and realize just how far I’ve come. Keep your milestones visible as a reminder of your progress. Daily gratitude?? : I find that writing down 3 things I’m grateful for in my career helps me stay grounded, especially during intense days. It’s a simple way to bring balance and meaning to the hustle. If you’re looking for a way to focus on what matters most—and maybe need support from someone who understands—I’d love to help. Let’s chat about how outsourcing your financial plan could lighten your load and deepen your fulfillment. ?? Schedule a Zoom call with me, and let’s celebrate meeting your financial and life goals together! ??? #GratitudeInGrowth #FinancialPlanning for #Advisors

Is this where you get stuck working through your Continuity Plan? If you believe one of these 5 myths about Continuity Planning, it may be time to get help! ?? 1?? “I'll get to it someday." - Ah, the classic procrastinator's mantra.? Your Continuity Plan is one of those important but not urgent tasks that only becomes urgent when it’s too late! 2?? “Accidental death will never happen to me." - I admire your confidence, but even superheroes have their off days. ??♂? Plan for the unexpected, because life can throw a curveball when you least expect it. ? 3?? "I love my job and will work until I die." – Passion is great.????Obsession is unhealthy.???? A thorough Continuity Plan can help you take leave from your business when needed! It’s also a practice run for your succession plan, which gives you peace of mind. ??? 4?? “It won’t be my problem." - Do you want your loved ones to deal with business decisions and a fire sale ?? while mourning your loss? A Continuity Plan is a gift ?? to the people you care about most. 5?? “My clients will just find another advisor." – Many will not take the initiative to find and build a relationship with a fiduciary advisor ?? and will end up making poor financial decisions on their own. Choosing a Continuity Partner you trust ?? is your fiduciary duty to your clients. Continuity Planning shouldn't be as complex or overwhelming as it is. That's why we're here to guide you through creating a plan that works! ?? If you are an advisor in need of a Continuity Plan to fit your firm’s unique needs, let’s talk! ?? ?#ContinuityPlanning for #Advisors

For so many advisors, retirement feels like a finish line??. But I believe it’s just the beginning??! I organized this "retirement photoshoot" for my dad last month, and wanted to share some of my favorite photos and his story with you... My dad, a financial advisor and firm owner for years, retired earlier than expected when he was diagnosed with Parkinson’s. But guess what? He didn’t slow down—he simply pivoted. ?? Now, he’s out riding his bike almost everyday ??♂?, and he and my mom are busy building their dream home. ?? He’s out there, fully embracing life, filling every day with purpose and passion! Retirement can be the chance to reignite your passions??, rediscover your joy ??, and LIVE life on your terms! ? Whether it’s learning something new, traveling, building, creating, or giving back, retirement can be the ultimate launching pad ?? for what’s next. Here’s to making this season your best one yet! ?? Advisors, What dreams???? would you chase if you saw retirement as a fresh beginning? Need help designing your Succession Plan and next chapter? Schedule a complimentary Zoom call! #Retirement #NewBeginnings #LifeOnYourTerms #ReFirement

#Advisors with unique firms, trying to find a Continuity Partner... ?? Don’t get spooked! ?? Just because you cater to a specific niche or have a distinctive service model doesn’t mean you can’t find the right match. Focus on finding an advisor you trust to care for your clients if the unexpected happens. With that solid foundation, we can conjure up solutions for just about anything else! ? Need some help crafting your #ContinuityPlan? Schedule a Zoom call, and I’d love to be your guide on this journey!??

As a financial advisor, you pour your heart and soul into helping others achieve their dreams, build their wealth, and secure their futures. But who’s making sure your financial future is set up for success? ???? Outsourcing your personal financial plan to us is more than just a smart business move—it’s an investment in your peace of mind, happiness, and confidence. ?? Imagine waking up every day knowing that your own financial plan is secure, well-structured, and aligned with your values. It’s time to give yourself the same thoughtful planning, strategy, and care that you so generously provide to your clients. ? Whether it’s planning for a comfortable retirement, managing taxes, or leaving a lasting legacy, we’ve got you covered so you can focus on living fully. ?????????? Ready to take that next step toward financial freedom and peace of mind? Schedule a complimentary Zoom call! Let’s create the plan that works for you—because you deserve it. ???? #FinancialPlanning for #Advisors

Happy #VeteransDay from the whole Ellevate Advisors team! Thank you for your service!

Theo's living his best life with a pup-kin spice latte! ??? We found a pet-friendly pumpkin spice mix, and let's just say, he's officially obsessed! ???? What's the one treat you always make room for in your fun budget? Whether it's a cozy coffee, a tasty snack, or a treat for your furry friend - Enjoy life's little indulgences guilt-free! ?? #TheoThursday#HappyFall #FinancialPlanning for #Advisors

Advisors, investing in yourself by hiring your own financial planner isn't just wise; it's transformative! ??♂??? Outsourcing your plan frees up your mental energy so you can focus on what you do best—guiding your clients to success—while we ensure your financial well-being is taken care of. ?? Together, we’ll craft a plan that aligns with your goals, giving you the freedom to thrive both personally and professionally. ?? Ready to take that step? Schedule a Zoom call, and let's explore fit! #FinancialPlanning for #Advisors

#HappyHalloween!??????Don't let the decisions (or procrastinations) of today come back to haunt you in the future! ?? We unfortunately can't turn back time, but we CAN make the right financial decisions the first time from the get-go. ?? Let's cast away those financial ghosts together! ?????? #FinancialPlanning for #Advisors #NoMoreGhoulishMistakes