In our ongoing effort to provide greater value to Upleft clients, we are exploring some exciting new possibilities.

Today, we offer analysis, planning, and advanced reporting in several areas of your financial life. Some clients have expressed an interest in seeing us take a more active role in specific areas, such as tax preparation or common estate documents, like wills and trusts.

Please take a moment to answer the four questions below. Your responses will help us to determine what services to prioritize and to what extent. Over time, we endeavor to save clients a great deal of time and effort as we give them access to a more comprehensive suite of services.

Thank you.