This Simple 3-Step Medicare Guide Could Save You Thousands...
Our mission is to take the fear out of your financial future,
And to give you confidence in what lies ahead!
A Message From The Founder
There are few things more important than ensuring you and your family have a strong financial plan that will help enable you to have more confidence in your retirement strategy.
- Understanding your finances and future
- Creating a financial strategy to help pursue a secure and comfortable life
- Working toward financial security and independence
Now, if you’d prefer, we could complicate things immensely, but is that really necessary? If you are ready to better understand your finances and future and pursue your retirement success while simplifying your financial life, come visit us.
Cathy Mendell
Founder and CEO
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Meet Our Team
Let’s have a cup of coffee and start a meaningful conversation about how our family can help yours work toward its financial goals. At Elevation Capital Strategies, we know that what you truly need is a reliable, understanding partner in retirement financial planning. It’s what all families deserve.
Frequently Asked Questions
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Listen to Cathy live on the radio
KBND 101.1 FM or 1110 AM
Tuesdays at 12:46pm and 1:46pm
KMED 106.7 FM or 1440 AM
Sundays at 7:30am
Cathy's 5-Minute Insights
Let us walk you through our
4-Step Blueprint Planning Process
Vision &
Values

We want to hear your story
Risk
Assessment

We strive to identify risks that could impact your situation
Estate
Transition

We will review your current estate plan
Retirement
Blueprint

Written financial plan that addresses your particular concerns and goals