Together We Rise

Building impactful, extraordinary lives.

Comprehensive Planning

Sustainable Investing

Membership Pricing

Comprehensive Planning

Values-Aligned
Investing

Membership
Pricing

Comprehensive Planning

There’s more to your financial needs than money management and retirement planning (though those are important too!). You want to gain financial independence on your terms and successfully transfer your wealth and values to the next generation. To do that, you need a partner who will guide and empower you no matter what stage of life you’re in.

Rising Financial will give you advice and support you can trust.

Look to us for advice and assistance with:

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Cash flow & budgeting

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Career planning & negotiating

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Student loan strategies

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Education planning

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Charitable giving plans

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Tax planning

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Financial independence

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Retirement planning

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Investing

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Insurance

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Estate planning

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Net worth management

And more!

With your financial goals clearly defined and a dynamic plan to help you achieve them, you can feel confident that you are living your best life, supporting your family, and making the world a better place.

Sustainable Investing

You know that investing can help you grow your wealth and support your personal goals, but shouldn’t it do more? You want to place your money into the financial system wisely, aligning yourself with responsible companies and causes that have the good of society (and the earth) at the forefront of their mission.

Rising Financial will help your investment portfolio do more.

We’ll help you:

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Analyze the impact of your current investments

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Create a unique impact persona that reflect your most important values

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Use the UN’s 17 Sustainable Development Goals (SDGs) to align your impact persona with your personal goals

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Build a portfolio that reflects your impact persona

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Track your impact over time

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Find non-Wall Street investments like local, small business, and micro-lending opportunities

values-aligned Investing

You know that investing can help you grow your wealth and support your personal goals, but shouldn’t it do more? You want to place your money into the financial system wisely, aligning yourself with responsible companies and causes that have the good of society (and the earth) at the forefront of their mission.

Rising Financial will help your investment portfolio do more.

We’ll help you:

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Analyze the impact of your current investments

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Create a unique impact persona that reflect your most important values

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Use the UN’s 17 Sustainable Development Goals (SDGs) to align your impact persona with your personal goals

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Build a diversified, low-cost portfolio that reflects your impact persona

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Track your impact over time

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If appropriate, consider non-Wall Street investments like local, small business, and micro-lending opportunities

We’ll help you build a portfolio that you can feel good about, with investments that are low-cost, tax-efficient, and diversified. By supporting responsible causes (and defunding companies with track records of disregarding the environment, employees, and equality) we can help foster opportunities for the world to grow stronger, healthier, and more unified in purpose.

Membership Pricing

All plans begin with a series of meetings to help us get to know you and your current financial situation, talk about your goals and vision for the future, and culminate with a comprehensive financial plan that includes a personal statement of purpose, goals, recommendations, and a thorough plan to get there.

We also know that things can change quickly, which is why we expect that your original plan will need to be amended more frequently than not. We want to see you multiple times every year to ensure you are on track and allow for changes in the law and in your life to redirect your plan.

In an effort to keep our services available to most, we offer a progressive pricing model that is reflective of your life-stage, complexity and ability to pay. We know that each stage of life brings with it specific questions and focus areas. It’s not that we won’t talk about the other stuff; it’s that these are the areas we tend to focus on most with other clients like you.

Emerging
Professionals

Personal planning to start your career and life out on the right foot.

Read an example case study.

Starts at $350/mo

Common discussion topics:

  • career planning & negotiating
  • savings and investing strategies
  • first-time home buying
  • family planning
  • student loan & debt reduction
  • cash flow planning (budgeting)
  • understanding stock grants
  • tax planning
  • charitable giving

    Mid-Career
    Professionals

    Stay agile and prepared for the future through your career and beyond.

    Read an example case study.

    Starts at $450/mo

    Common discussion topics:

    • career planning & negotiating
    • savings and investing strategies
    • first-time home buying
    • family planning
    • student loan & debt reduction
    • cash flow planning (budgeting)
    • understanding stock grants
    • tax planning
    • charitable giving

    • home sale(s)
    • rental properties
    • insurance & asset protection
    • retirement & income planning
    • wealth transfer to the next generation
    • legacy planning
    • gifting strategies

    Savvy
    Entrepreneurs

    The intersection of your personal planning and small business planning.

    Read an example case study.

    Starts at $725/mo

    Common discussion topics:

    • career planning & negotiating
    • savings and investing strategies
    • first-time home buying
    • family planning
    • student loan & debt reduction
    • cash flow planning (budgeting)
    • understanding stock grants
    • tax planning
    • charitable giving

    • home sale(s)
    • rental properties
    • insurance & asset protection
    • retirement & income planning
    • wealth transfer to the next generation
    • legacy planning
    • gifting strategies

    • planning to start your business
    • selling your practice
    • succession planning
    • maximizing benefits and savings
    • retirement plans for you and your employees
    • donation strategies
    • leaving your legacy

    All levels of membership also include:

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    Unlimited Emails

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    Regular review meetings

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    Personalized Email Updates

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    Comprehensive financial plan

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    Invitation to Client Events

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    Annual vote on 1% profit donation

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    Measuring the impact of your dollars

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    … and more!

    **Still a student and want to make smart money moves now? Click here to learn about our limited plan for while you’re still in school.