Upward Financial Planning

Come and see us at the Vinton senior services expo at William Byrd middle school, and learn how we can help you with your investments, taxes, retirement, planning, and financial planning! 

Vinton Area Chamber of Commerce

Happy Spring from UPWARD Financial Planning! 🌷

We know the official first day of spring isn’t until March 20th, but with the warmer weather lately, it sure feels like spring is already here. We’re excited to celebrate the new season and all the fresh opportunities it brings.

We recently did a new photoshoot to update our pictures. We chose the Blue Ridge Parkway with the mountains in the background, highlighting our blue and green logo colors and our mountain theme that represents the journey of building wealth with UPWARD Financial Planning.

If you’ve been thinking about your investments, retirement planning, taxes, or any other financial questions, we’d love to connect with you. Spring is a great time to get organized and make sure your financial plan is moving UPWARD.

Speaking of taxes, we’re busy this season! We’re completing about 40–50 tax returns this year, and Daniel is already halfway finished and expects to complete many of the remaining returns next week. Thank you to everyone who trusts us with your finances—we truly appreciate our valued clients.

📞 Call us today: 540-915-5931

Thank you all for being valued clients, and enjoy the start of spring!

Thanks to Ian Kyle with Visualize Media Productions for doing our headshots and new videography coming soon!

We had a great time at this event and Kelty even won the gift basket! Thank you Vinton Area Chamber of Commerce and Farmer Auctions!

We are here ready to do your taxes! Give us a call on our new business line at 540-915-5931 to schedule your appointment!

Now that investment account year end tax statements are out, it’s time to get this done.

Daniel will be in the office the entire week of March 9. Call or email us and schedule your appointment today!

We had a great week working on tax returns and meeting with current and future clients and mingling with the chamber people and Roanoke Business Group!

Contact us today for help with your taxes, investments, or financial planning!

I hope you all have a great weekend! 📈❄️❤️

Happy Valentine’s Day! 💘

📣 Tax Season Is Here — We’re Ready for You! 📣

At Upward Financial Planning, we’re now welcoming clients to stop by and drop off their tax documents so we can take the stress out of filing your taxes.

Whether your return is simple or complex, our team is here to help you prepare and file with confidence.

📍 Visit us at:
118 E Virginia Ave
Vinton, VA

📞 Call us today to schedule your consultation:
540-915-5931

Bring your documents, ask your questions, and let us handle the rest. We look forward to seeing you and helping you make smart financial decisions this tax season!