Tax professional Legal & Financial Consulting
Leveled Up Money (LUM) is a financial wellness and education company helping individuals, employees, entrepreneurs, and communities understand their finances, make confident financial decisions, and build wealth.
We partner with employers, government agencies, nonprofits, and community organizations to provide financial wellness workshops, one-on-one financial coaching, small business education, and customized financial wellness programs. We also work directly with individuals who want greater clarity around their finances, wealth-building goals, and major financial decisions.
Our programming and education cover topics including budgeting and cash flow, debt and credit, saving and investing, retirement, taxes, wealth building, homeownership, financial decision-making, and entrepreneurship and small business finances.
LUM is led by Brooke Benjamin Kelley, Esq., LL.M., a tax attorney, financial educator, wealth strategist, and speaker with experience across the legal, financial, corporate, government, and nonprofit sectors.