Financial Wellness Program

Your financial wellbeing and retirement success are important to us! Below you will find a variety of resources to build your financial confidence along with actionable tools to help increase your self-awareness and knowledge to have clarity around your finances and ensure you're on the right path to a successful retirement.

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Mitylite Events:

Navigating Your Finances Through Phases of Life hosted by Elevated Retirement Group.

Join us for our class "Navigating Your Finances Through Phases of Life," where we'll explore practical strategies for managing your money at every stage of life.

​​​​​​​From starting your career to retirement planning, this session will provide expert insights on budgeting, saving, investing, and adapting your financial plan to your evolving needs and goals.

Whether you're just beginning your financial journey or planning for the future, you'll gain valuable tips to ensure financial security and peace of mind throughout your life.

DATE: 3/26/2025
TIME: 11:30 AM - 12:30 PM MST
Location: Timp Room

Target Audience: Employees who have a strong interest in learning about their financial well-being and want to develop a plan to get on track with their finances today and work toward a successful retirement. Can be at any age or stage of your career.

Register Now

Personal Financial Assessment

Gauge your retirement readiness.

The Personal Financial Assessment allows employees to gauge their retirement readiness. The assessment will address areas of income planning, tax strategies, investments, healthcare, and more. Once the assessment is completed, you’ll receive a snapshot of your plan that shows what is in good order or what needs to be addressed. Employees can take the opportunity to schedule a 15-minute discovery call with a fiduciary advisor to review the report and discuss action steps.

Click here to access the Financial Assessment
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Activity Sheets

Paystub Review
Master List of Goals
Budgeting Worksheet
Assets Form
Investment Review
Social Security Handout
Career Transition Checklist

Personal One-On-One Strategy Session

Schedule a consultation.

Employees can take advantage of a complimentary one-on-one consultation to address any questions or concerns relating to their financial or retirement needs: BUDGETING, DEBT MANAGEMENT, INCOME PLANNING, TAXES, INVESTMENTS, ESTATE PLANNING.

Have a financial or retirement related question? Schedule a 15-minute call to get your questions answered!

Schedule Now

Schedule a 60-minute comprehensive evaluation of your financial/retirement plan.

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Schedule a Debt Management conversation.

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DIY Planning Section

Create your own plan.

Employees can begin the process of creating their own plan. By first creating a profile and inputting their base financial information. Once all of their information is placed in this Do-it-yourself software, they will have a clear picture of where they stand financially. If questions come up, a Fiduciary Advisor is standing by to help and answer any questions.

Get Started with Your Own Plan
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Financial Wellness Webinars

Our Goal Is To Educate And Empower You To Make Better Decisions With Your Hard-Earned Dollars.

Your well-being is our priority! The Elevated Financial Wellness program facilitates a personalized journey for employees — to learn at their own pace and build confidence to navigate their path to financial security. Participating in the educational webinars and activities will enable employees to convert action into financial well-being. Moreover, employees can reach their most important life goals focusing not only on education but with help in areas of advising and implementation.

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Social Security and Your Retirement Plan
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Empowering Women for Today’s Retirement
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Retirement Planning in Today’s Economy
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Retirement 101

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Your Retirement and Taxes
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Career Change? What About Your Retirement Plan?
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Behavior: Initiator of Our Choices When it Comes to Money & Retirement

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Debt Dynamics: Navigating the Road to Financial Stability

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Empowering Women for Finances and Retirement

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Retirement Planning in Today's Economy

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Video Podcasts

Expert Insights for a Secure Retirement

Our video podcast series brings you in-depth discussions on the financial topics that matter most to those nearing or in retirement. Hosted by industry professionals, these episodes cover essential strategies for maximizing retirement income, smart investing, tax planning, and navigating life’s transitions with confidence. Subscribe to stay informed and gain expert guidance tailored to your financial future.

There are three ways to create income in retirement, and that's one of the first things we want to look at. Many DIY investors don't know the best way to start pulling money out when it comes time to replace a paycheck. #retirementplanning ______________________________________________ This video has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up-to-date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video. Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability. Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC. The host and Third Wheel Media, LLC receive compensation for their assistance in preparing and hosting this video.
How Are You Going to Create Retirement Income?
Do you really need a financial advisor, or can you handle your investments on your own? We received a question from someone who has been a successful investor and is wondering whether they would get value out of a financial advisor. Let’s dive into the pros and cons of DIY investing and explain how working with an advisor can actually save you money, time, and stress. #RetirementPlanning #DIYInvesting #FinancialAdvisor #WealthManagement #RetirementSuccess #RetirementElevated Here’s what we discuss in this episode: 💰 DIY Investing Risks 📉 Market Downturns & Retirement 🧾 Tax & Withdrawal Strategies – The piece most DIY investors overlook 👥 Succession Planning – Will your spouse or family know what to do? 0:00 – Intro 0:54 – First reaction 2:35 – Different challenges in retirement 6:45 – Stress of doing it alone 9:31 – More than investing 11:30 – Succession planning ______________________________________________ This video has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up-to-date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video. Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability. Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC. The host and Third Wheel Media, LLC receive compensation for their assistance in preparing and hosting this video.
Do Smart Investors Really Need a Financial Advisor?
Technology and AI is disrupting the workplace and jobs will look much different in the years to come. While some jobs will no longer exist, other opportunities will come along. How are you preparing for the possibility of a career change? ______________________________________________ This video has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up-to-date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video. Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability. Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC. The host and Third Wheel Media, LLC receive compensation for their assistance in preparing and hosting this video.
The Job Market is Changing Dramatically
If you've recently been laid off or worried about that possibility, it can be a huge life change and incredibly stressful. Before you make any big decisions, let's take this first step. ______________________________________________ This video has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up-to-date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video. Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability. Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC. The host and Third Wheel Media, LLC receive compensation for their assistance in preparing and hosting this video.
Lost your job? Do this first
It’s been a tumultuous start to 2025 in the job market as layoffs are happening across a number of different sectors. No matter how you feel about the state of things, it’s important to take the necessary steps to prepare if you’re worried about that possibility. We’re going to pull insights from the book Upgrade Your Path by Melissa Ceballos, PHR, SHRM-CP. She’s a great member of our team and a former HR professional, and this book is about navigating a career transition, elevating your professional trajectory, and financial success. We’re going to discuss the importance of self-assessment, networking, and understanding your financial situation, offering you a roadmap to take control of your careers and futures. If you want to get your own copy of this book, we have a free giveaway offer available now: https://keap.page/vs490/upgrade-your-path-linkedin.html Here’s what we discuss in this episode: 0:00 – Intro 2:22 – Career transitioning 3:58 – Federal employees 5:07 – What options do you have? 7:49 – First step after a layoff 11:55 – How jobs are changing #retirement #retirementplanning ______________________________________________ This video has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up-to-date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video. Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability. Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC. The host and Third Wheel Media, LLC receive compensation for their assistance in preparing and hosting this video.
Preparing for Life After a Career Change
Some retirees dream about having a couple different homes to split their time between, but let's not forget about all the extra costs that come with that lifestyle. Not to say it's a bad idea, it's just one you need to plan for. #retirement ______________________________________________ This video has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up-to-date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video. Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability. Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC. The host and Third Wheel Media, LLC receive compensation for their assistance in preparing and hosting this video.
Owning Two Homes in Retirement
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