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 Mission: 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® Professional, EA, MBA

Dana is a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent. After earning her MBA, Dana began her career in finance in 2015. Over the next two years, she obtained the FINRA Series 7 and Series 66 securities licenses, as well as her Colorado state life, health, and long-term care insurance licenses. In 2019, she became an Enrolled Agent tax professional. In 2021, she completed all requirements to obtain the CERTIFIED FINANCIAL PLANNER™ designation.

Dana splits her time between the foothills of the Rocky Mountains and the West Coast of Michigan. She lives with her husband and their cat, Betty. In her free time, she enjoys hiking, going on neighborhood walks with family and friends, practicing French, bird watching and cultivating a daily meditation practice. She likes volunteering with local organizations and has served as a board member for The Environmental Group, The Center on Domestic Violence, and the Nederland Community Library. In 2020, she was the recipient of the Boulder Valley Rotary Club Pacesetter Award and was the leader of their Diversity, Inclusion and Equity Initiative.

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? Want to invest sustainably? 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 and 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.

Non-Profit & Philanthropic organizations

Having a noble cause and working for the benefit of others is where you excel. It’s the whole reason your organization exists. Your passion, steadfast pursuit, and relentless commitment to your mission inspires others.

Yet your unwavering focus on achieving your mission may mean the operations of your organization are out of alignment with its values. Having worked and volunteered with a variety of non-profits, we understand these challenges.

Upbeat Financial helps you align your organization’s business and financial operations with its values. From guidance on values-based retirement plans and endowments to risk management strategies for the lean times, we offer solutions that free you up to focus on your mission.

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