Financial planning and wealth management for everyone.

in three easy steps.

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Step 1

Initial call: let’s chat to learn more about each other and how we can help. Schedule a call here. 

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Step 2

Strategy meeting: we have an in-depth meeting, either in person or virtually, to review your financial picture.

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Step 3

Your financial plan: we create a customized financial plan for you and help you implement it. 

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Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Women in Transition

From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize.
 

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.

Meet the Team

Meet Mindy Cook and Angie Hundt, founders of Elevation Wealth Partners. Our partnership is built on a shared vision: we believe that everyone should have access to the best advice, investment options and technology, regardless of where you are at on your financial journey. 

With a combined 25+ years of experience in the financial industry, we are your trusted partners in achieving financial success.

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How to Get Started

Financial planning is a journey, but it doesn't have to be difficult. 

We start with a free consultation call to learn about your situation and how we can help.

Then we create a plan with clear steps. We continuously monitor your plan and proactively schedule time with you to review and adjust when necessary.

Schedule a Free Consultation Call