ABOUT

Upbeat Financial fosters
financial health and happiness.

About Upbeat Financial

Empowering people, families and communities through financial wellness.

Upbeat Financial empowers you to cultivate a peaceful and powerful attitude toward your financial life and each financial decision you make.

If you’re seeking clarity, direction, and empowerment in your financial life, then Upbeat Financial is for you.

With thoughtful and consistent consideration, we guide you toward the financial future you want for yourself, your loved-ones, and your community. Upbeat Financial encourages you to reflect on the power money has in your life and harness it to create the financial future you want.

Our Purpose: Why We Do What We Do

Upbeat Financial helps people bring power and ease to their finances. Our commitment is to develop a financial wellspring for each of our clients that can be relied on for life’s necessities, celebrations, and transitions. Forget sales quotas and slick suits: Upbeat Financial strives to transform the financial planning landscape. In place of thoughtless consumption, we’re focused on thoughtful prioritization for our clients, our communities, and our world.

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Our Vision: How We See the Future

Upbeat Financial envisions a world where experiences and relationships are prized above stuff. Where compassionate self-reflection is considered a strength. Where self-care and making the world a better place for all is just good common sense. We believe these are critical components of creating a truly distinguished society and global community for generations to come.

Upbeat Financial envisions a world in which people are:

Given access to the financial tools and knowledge they need to succeed
Empowered and proactive with their financial choices
Enjoying their lives fully

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Our Values: What We Care About

Through good financial decisions, we can elevate society.

Leave the World Better Than You Found It

You matter. Your decisions matter, and the choices you are making today will have a lasting impact. As a community, we are more than consumers. We can be creators of true financial freedom, unencumbered by the daily flux of markets and headlines. Those things matter, but you matter more.

No matter who you are, where you come from, what your background is, and where you think you are heading, you are part of the collective human journey. Upbeat Financial is an advocate for all people to value and take control of their personal financial well-being. Through our work and with our clients, we seek to elevate society.

Think Like Your Future Self

When we talk about your finances, we’re not just talking about the current version of you. We’re talking about your future self – the you that you’ll be in 5, 10, 20, 30 years or more – the you who will reflect on the decisions you make today. Can you see yourself from that vantage point? How does this decision sound from that perspective?

Upbeat Financial values this calm and inquisitive questioning in ourselves, and we endeavor to nurture it in each of our clients.

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Have An Open Mind

Your finances – and the financial industry – are constantly changing. Emotions often run high. Investing practices are entrenched in difficult concepts, theories, and statistics.

An open mind, coupled with keen discernment is the way to navigate the unchartered waters of your financial future. A willingness to question your own beliefs about money is critical to finding the best path forward. Good decision-making is rooted in the ability to question our ingrained perceptions while evaluating our options.

Upbeat Financial fosters this mindset in our clients, and we cultivate it in ourselves as industry professionals. We help you understand the industry jargon and visualize the numbers that matter so that you can see the impact and make good financial decisions.

Giving Back

Upbeat Financial is committed to supporting the work of charities and non-profits that serve our communities and actualize our values. To that end, Upbeat Financial will donate one percent of our gross profit in 2024 to the Well Done Foundation, whose missions is "Fighting Climate Change, one well at a time." If you would like to join us in giving to this cause, you can donate by clicking here.

CHANGING
YOUR FINANCIAL
LANDSCAPE

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Who We Are

Upbeat Financial

Founded in December of 2020, Upbeat Financial brings self-reflection, knowledge, and joy to financial planning. We are approved as Registered Investment Advisory firms in both Colorado and Michigan, and we serve clients throughout the United States.

Dana Edwards, CFP®, CSRIC®, EA

Dana is a CERTIFIED FINANCIAL PLANNER®, a Chartered SRI Counselor™ and an Enrolled Agent. She earned her MBA in 2014 and began her career in finance shortly thereafter. Prior to beginning her career in finance, she managed a successful private piano and voice studio in Northern California for 10+ years, and she continues to sing and play music with her husband in their small, in-home music studio.

While Dana currently resides in her home state of Michigan, she has lived significant parts of her life in both Northern California and Colorado, and endeavors to split her time evenly amongst the three. She is happy to live on a beautiful property in West Michigan with her husband and their cat, Betty. In her free time, she enjoys running, going on neighborhood walks with family and friends, practicing French, birding, and cultivating a (mostly) daily meditation practice.

Who We Serve

Individuals and Families

Upbeat Financial understands the unique issues you face when it comes to finances. Are you dealing with student loans? Trying to enter the housing market? Wondering if you are saving enough? Thinking about launching your own business? To answer your questions and achieve your goals, we must build good financial habits and ground them in consistent action.

Upbeat Financial shines when working with individuals and families who are actively engaged, curious, and eager to make positive change in their financial lives.

Entrepreneurs & Small Business Owners

Channeling your passion to earn money is as close as you can come to living the dream. That’s why we did it too!

As a small business and independent financial planning firm, we know what it’s like to have incredible freedom alongside industry-specific challenges. We want to see your small business thrive. We’ll help you be savvy about major purchases, implement meaningful employee benefits, and ensure a sound strategy to manage financial risk so you can weather any storm.

We remember the big picture: A thriving business is great, but you need to thrive as well. Upbeat Financial helps you build a successful business and be a successful business owner, making waves in your local economy while living life to the fullest.

Value Conscious Investors

The choice one makes on where and how to spend their dollars, from shopping local to giving to one’s spiritual community, is a powerful and important choice. When considering the money you invest, supporting the companies and causes that you care about is one of the clearest ways to influence the economy, ever so slightly, towards the ideals that are most important to you. It’s a simple way all of us can take part in making the world a better place for ourselves and future generations.

At Upbeat Financial, Values-Aligned Investing is an intrinsic part of what we do. From helping discern what values matter to you the most, to constructing a portfolio designed to specifically include only those investments that align with your values, we provide the guidance, research, and analysis so that you can see your impact and know that you are contributing to being a force for change in the world.

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