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You earn money, but do you know how to make money work for you, helping you to be and have what’s most important to you?

Having control of your financial future is one of the most empowering, confidence-building feelings.

I’m Linda Bauer. I’ve been in the financial services world for over 20 years. Following my husband’s death, leaving me with 3 young children, I vowed to use my knowledge to recover, continue to make a good life for my family, and help others.

I started Uplevel because I’ve been surrounded by amazing women who lift me up and whom I am able to help as well. As women, we tend to thrive when authentic connections are made and when we have the confidence to be and do more.

Uplevel provides women professionals, executives, and business owners with:

  • Knowledge and education
  • Access to resources and a network of like-minded women
  • A sense of belonging and self-confidence
  • A platform to give back

Let’s begin with a question: If you could make any change in your life, what would your life look like one year from now?

At Uplevel Financial Services, we do things differently.

Uplevel is a fee-only money management service which puts us on the same side of the table as our clients… when our clients do better, we do better. Simple.