Take control of your financial future.
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.
Our Services
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Investment Advice
Get expert advice on your investments, including which types of accounts you need, portfolio allocations customized to your financial situation, and ongoing management. We teach you as we go so that you understand your strategy.
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Retirement Planning
Learn how to set your retirement goals, and get a detailed plan to achieve them. Near or already in retirement? We will help you maximize your retirement income while balancing your long term goals.
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Savings Strategies
Learn how to maximize your savings. Whether you're saving for a short-term goal or building an emergency fund, we can help you create an effective savings plan that fits your unique needs and lifestyle.
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Insurance
Let's review your insurance coverage and determine what is necessary (and what isn't!). We partner with insurance agencies that provide every type of policy you need, including term life insurance, property and casualty, home, auto and business insurance.
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College Savings
It's never too early, or too late, to begin saving for your children's education. We can help you invest for college, as well as provide strategic advice on scholarships and financial aid.
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Estate Planning
Regardless of your age or net worth, estate planning is a critical component of your financial plan. We partner with the best lawyers to work together on creating and maintaining your estate plan, and ensuring it stays current.
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.
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.