Elevate Financial Planning and Wealth Management

10/19/2026

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10/06/2026

You shared a huge life update with all your close family and friends by posting a cute pregnancy announcement-now what?

You need to check in on your finances. Make sure you have a plan. Make sure you even know what to plan for. Medical, emergencies, diapers, baby clothes etc. It can add up fast! Set your family up for success by elevating your strategy.

Comment “Family” to be sent our New Client Form

09/29/2026

5 Minute Financial Read
Yours, Mine, and Ours: Estate Strategies for Second Marriage:

Second marriages are a trigger event to revisit any existing estate strategies.

09/22/2026

Stop by one of our Tennessee branches in Chattanooga or Knoxville.



Tennessee Living | Tax Planning | Retirement Planning | Financial Advisor | Financial Strategy

09/17/2026

Starting a new job? Congratulations! Don't let your old 401(k) become an afterthought.

Changing jobs is a great time to review your retirement accounts, understand your options, and make sure your savings continue working toward your long-term goals. At Elevate Financial Planning & Wealth Management, we're here to help you navigate those decisions with confidence.

Ready to take the next step? Let's connect, leave a comment below and we will reach out to you!

09/14/2026

Do you have a financial plan in place or is it more "set & forget"? Sometimes a small change can make a forever impact. I put together this brochure to show exactly how I can help.

Interested in seeing where you currently stand? Give me a call at (423) 671-0142.

09/11/2026

We're proud to serve families across Tennessee and Florida, helping them build a future they're excited and confident about.

Tell us in the comments: What's your biggest financial goal right now?

Financial Planning | Retirement Planning | Fiduciary Advisor | Wealth Management | Chattanooga Business | Chattanooga | St. Petersburg | Vacation

09/07/2026

Work should support your life, not compete with it. This Labor Day, we're celebrating careers that make room for what matters most. Time with family. Personal growth. Serving others. Building a future you're proud of.

We're grateful to be part of a profession where making an impact and having work-life balance can go hand in hand. At Elevate, we work with intention so we can create a life we love for ourselves and those around us.

If you've ever wondered what a career in financial advising looks like, we'd love to have that conversation. Leave us a comment below and a member of our team will reach out.

Financial Planning | Retirement Planning | Fiduciary Advisor | Wealth Management | Social Security | Financial Wellness | Labor Day | Chattanooga Careers | St. Petersburg Careers

09/01/2026

Having more than one stream of income can be a great way to build wealth, but it can also make your finances more complex. Working with a fiduciary advisor can help ensure all the pieces of your financial picture are working together.

We know that managing multiple income streams often means managing a busy schedule, too. That's why our advisors offer 100% virtual meetings, making it easier to fit financial planning into your life wherever you are.

Let's make sure your financial plan is keeping up with your success and actually getting you ahead instead of just worn out.

Comment "PLAN" below, and we'll send you our New Client Form to get started.

FinancialPlanning | WealthManagement | sideHustle | BusinessOwner | TaxPlanning | FiduciaryAdvisor | Chattanooga | ChattanoogaBusiness | FloridaBusiness | StPetersburg

08/29/2026

5 Minute Read:
The Financial literacy crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.