Upward Financial Planning

What an amazing turnout for the ribbon cutting for the playground at the Vinton War Memorial! We are so happy and proud to be in Vinton and see all of the exciting things happening here for the residents and business owners!

It was wonderful to be surrounded by so many community leaders, the Vinton mayor, Roanoke city Council members, business leaders, and partners in the community.

It was also great running into some Villa Heights family.

Together, we are stronger. At Upward Financial Planning, we are proud to be in Vinton! 

We had a great meeting today with a referral partner at Global Blend Cafe in Bonsack which is a missions themed coffee shop. We highly recommend it! The coffee was amazing, affordable, and for a good purpose!

Life is for service. We hope everyone is having a great Thursday and well prepped for snowmageddon, just as we hope you are also well prepped for retirement!

Give us a call today for a free consultation.

We got our new company Cadillac wrapped with some special messaging that highlights what we do at Upward Financial!

Elevate your Finances!

How’s your 401(k)?

What do you think of our new company vehicle?

We’re excited about really engaging with the community in 2026.

Give us a call for a free consultation today!