Ellevate Advisors LLC

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

Continuity Planning can be complex, and I am passionate about lightening that burden so advisors and their families can reap the blessings! If an emergency situation arises that leads to an advisor's untimely death or the advisor not being able to work temporarily, having a written Continuity Plan in place helps you know that: ???????? Your spouse, family, and staff will be provided for. ?? Your clients will be well taken care of in your absence. ? Your business becomes a legacy that will outlast you! >>>>>>>>>>>>>>>>>>>>>>><<<<<<<<<<<<<<<<<<<<<<< There are a lot of other blessings and benefits that you might not be aware of when you do Continuity Planning the RIGHT way! It leads to: ?? Peace of mind for the firm owner, their spouse, and your team ?? Strategy for growth since you know what your firm is worth ?? Practice run for your Succession Plan ??? The ability to take a sabbatical or extended vacation ?? Accountability to update personal estate documents ?? A clear answer when clients ask about your Continuity Plan, so you don't feel put on the spot or like you have failed When you put a mutual Continuity Plan in place, you have also done something AMAZING ?? for another advisor, providing them with a huge boost in business growth ?? and peace of mind in the same solution! Which of these blessings appeals to you most in your phase of life and business? ?? #ExitPlanning for #Advisors

??? Memento Mori: Remember that you will die – it sounds heavy, but it’s a powerful ?? reminder to live fully and intentionally. When we embrace our mortality, we gain clarity on what truly matters.?? Your finances aren’t just numbers. When your money ?? aligns with your values and dreams, it tells the story of your WHY. Take a moment to reflect. Is your financial life aligned with what is most important to you today – and the impact you want to leave tomorrow? ?? If you are an advisor who would benefit from experiencing values-based ?? financial planning for yourself and family, I would love to support you! Schedule a quick Zoom call, and let's get your finances aligned with your unique goals and values! ?? #FinancialPlanning for #Advisors

Exit Planning is a process that never really stops! The focus simply changes through the seasons of your firm's growth. ??Spring -?For start-ups and young firms, build with the END in mind! Advisors should ask and refine, "What kind of business am I trying to build?" "How can I be a firm owner AND still accomplish my other dreams and goals?" "How can my life partner and I get on the same page about money as we prioritize our careers?" Advisors also often hire me to update their personal financial plan and help facilitate money conversations with their life partner. ??Summer - For firms that are building and scaling, having a legal Continuity Plan in case of an emergency situation is your fiduciary duty. Our Continuity Planning package for advisors helps you get an ACTIONABLE Continuity Plan to protect your clients, family, and business. ??Fall - For well-seasoned firms, advisors should be considering their exit strategy with more detail. You may want to hire an associate advisor, get an updated business valuation, or considering a merger. We offer a Transition Roadmap Service to help advisors make progress on their business transition in light of their unique success criteria. ??Winter - These are your golden years! Advisors in this season start handing over the reins to the next generation and?transitioning to an ideal life in retirement. What do you want to retire TO and WITH, not just from? Whether it's updating your financial plan to make sure you are set to retire, engaging in our transition roadmap service to make sure your succession plan goes smoothly or joining hourly coaching calls to design your ideal next chapter, we are here to support you! What stage is your business in and how can we support you in reaching your goals? ?? I offer a free consultation and would love to talk about your scenario! #ExitPlanning for #Advisors