Elevate Financial Planning and Wealth Management

10/27/2026

Never really looked at your finances? You're not alone.

Many people reach their 30s or 40s focused on building a career, raising a family, and managing day-to-day life without ever taking the time to create a true financial plan.

The good news? It’s never too late to start. Whether your goals are retiring comfortably, building wealth, protecting your family, or simply understanding where you stand, having a clear plan can make all the difference.

At Elevate Financial Planning & Wealth Management, we help you turn questions into strategies and goals into action. You may be a little late to start but you can still finish the race strong! Get started today by commenting “Race” below.

Financial Planning | Wealth Management | Retirement Planning | Financial Goals | Fiduciary Advisor | Tennessee Business | Florida Business | Strategy

10/22/2026

Are the Holiday Scaries hitting about now?

Stay in the loop and plan ahead with a Personal Finance Calendar:

Use this handy calendar to remember the year’s most important financial dates.

10/19/2026

Leave us a comment to get started!

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