Helping You Grow, Save & Invest Your Money
With Transparent, Advice-Only Financial Planning
Book your Free Consultation Today
Our free financial consultation service is an introduction to meet your Rise advisor, help us understand your financial picture and determine what goals you want to achieve.
Advice Only! No assets or investments under management, commissions or sales pressure.
Fiduciary CFP® Professionals that act with your best interest in mind!
Full picture financial planning tailored to your specific goals and lifestyle needs.
Virtual & In-Person Consultations Available
Rise Financial Consultants is based in Columbus, OH, offering both in-person and virtual financial planning services throughout the USA.
If you’re local to Columbus, we are happy to have our free consultation service at your home or in public! Virtual meetings can be over the phone or a video Zoom call.
What You Can Expect
At Rise Financial Consultants, we follow the 7-step CFP® Financial Planning Process.
Creating your holistic financial plan will typically take one to two additional meetings after your free consultation service. This is dependent on your individual financial complexity. Higher net-worth individuals will benefit from our retainer offerings.
Our Transparent Service Offerings:
Hourly Planning
Our hourly planning service is designed for individuals and families seeking expert guidance tailored to their unique financial goals. Whether you need help building a plan, solving specific challenges, or staying on track, this flexible option provides the support you need without a long-term commitment.
Most new clients begin with 1-3 focused meetings and benefit from annual check-ins to ensure continued progress.
12-Month Retainer
Our 12-month retainer is ideal for high-net-worth individuals and families seeking comprehensive, ongoing financial management. This option provides personalized, in-depth planning and proactive support across all aspects of your financial life.
With unlimited calls, emails and meetings, we ensure your financial plan evolves with your goals and adapts to any changes in your circumstances.
Meet Your Financial Expert, Greg
Greg Sazdanoff, Founder of Rise Financial Consultants, is a financial expert with a diverse background in small business, real estate, financial services and private equity.
Greg’s Experience:
10 Years in the Financial Industry
Certified Financial Planner™
Series 7 & 66 Securities Licenses
Licensed Realtor® & Real Estate Investor
Personally oversaw $15 Million in Client Assets as the lead advisor; 2nd Advisor on approximately $1 Billion in client assets
Consultation FAQs
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A typical consultation is anywhere from 30 to 90 minutes, depending on your financial situation. Please block enough time in your schedule for the initial consultation!
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During the consultation, we will go over your current financial situation, including information about your personal situation, assets, liabilities, savings, expenses, current accounts, estate plans, future purchases, risk tolerance, benefits and more. This information helps us properly analyze and plan your recommendations.
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After we confirm your appointment, you will receive a PDF outlining the financial information needed to help us determine a course of action. This includes things like current financial plans, investment statements, trusts, wills, power of attorney, and life insurance.
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Yes, our consultations are completely confidential! All of your information will only be used to inform our financial plans and recommendations. We adhere to strict privacy policies to ensure your data is safe and confidential. As a CERTIFIED FINANCIAL PLANNER™, we are committed to upholding the highest standards of ethics and professionalism, which includes safeguarding your information. Your trust is vital to us, and we take every precaution to ensure it’s well-placed
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Absolutely not! Rise Financial Consultants is built on trust, relationships and no high pressure sales. During our consultation, you’ll be able to learn more about us, ask us any questions you have, and what the next steps will be. If you choose to go another direction, we support your decision! We want you to be empowered with your finances.
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We offer an hourly or retainer option. Most clients will benefit from our hourly service, while higher net worth individuals may explore our retainer option. You can learn more about our services here.
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No, this is something that sets us apart from other financial advisors! We are advice-only and do not take control of any assets or investments. We will be happy to advise and support you with self-management or navigation.