A little clarity before we begin

We work with people who want a more intentional approach to their wealth and legacy, with a particular focus on women navigating significant financial decisions, business owners, and federal employees preparing for retirement. Private Wealth Solutions are also available for households with more complex needs, subject to eligibility.

At Ellevation, Legacy Architect describes how Lovie approaches planning: considering how your financial decisions connect to the life you want to live and the people and purposes you want to support. It is a description of our approach, not a separate professional license or designation.

Schedule an Ellevation Conversation. This introductory call gives us an opportunity to learn what brought you here, hear your priorities, and discuss whether our services may be a fit.

If we agree to continue, we will explain the next steps and the information needed. A Financial Clarity Conversation allows us to explore your goals in greater depth, review your initial financial information, and discuss the planning process and potential engagement.

Bring your main questions and a general sense of what you would like help with. You do not need to have every document organized before we speak. If we move forward, we will explain what to gather and how to provide it securely.

Meetings are available virtually or at our National Harbor office by appointment. Available services depend on applicable licensing and registration requirements.

Depending on your engagement, planning may address retirement income, investments, insurance, and how financial decisions relate to your legacy goals. We define the scope of services together so you understand what is included and what requires another professional.

Fees and costs depend on the services and solutions involved. Before you decide to move forward, we will explain the applicable fees, how the firm and financial professional are compensated, and relevant disclosures so you can review them and ask questions.

Eligibility and account requirements vary by service. Our initial Conversation helps us determine which services may fit your needs and explain the requirements that apply. You can also explore our Private Wealth Solutions page for details about that offering.

No. The public Library is available to anyone who would like to explore the resources. You can download a guide and work through it at your own pace. Reading or completing a guide does not establish a client relationship or create a personalized recommendation.

Please keep your completed workbook in a secure place. If you would like to discuss it, schedule a Conversation and ask how to share relevant information securely. Do not send account numbers, Social Security numbers, passwords, or other sensitive details through social media or a general website form.