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:
Cash flow & budgeting
Career planning & negotiating
Student loan strategies
Education planning
Charitable giving plans
Tax planning
Financial independence
Retirement planning
Investing
Insurance
Estate planning
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:
Analyze the impact of your current investments
Create a unique impact persona that reflect your most important values
Use the UN’s 17 Sustainable Development Goals (SDGs) to align your impact persona with your personal goals
Build a portfolio that reflects your impact persona
Track your impact over time
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:
Analyze the impact of your current investments
Create a unique impact persona that reflect your most important values
Use the UN’s 17 Sustainable Development Goals (SDGs) to align your impact persona with your personal goals
Build a diversified, low-cost portfolio that reflects your impact persona
Track your impact over time
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.
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.
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.
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:
Unlimited Emails
Regular review meetings
Personalized Email Updates
Comprehensive financial plan
Invitation to Client Events
Annual vote on 1% profit donation
Measuring the impact of your dollars
… 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.