Comprehensive Financial Planning for Every Stage of Life
Financial Planning That Grows and Evolves with You
Retirement Planning, Investment Planning and Wealth Planning to Reach Your Goals.
As CFP® practitioners, we have the expertise to guide you through every financial milestone in life.
From building wealth and saving for major life events to retirement and estate planning, a CFP™ provides tailored strategies that adapt to your goals.
Whether you're navigating a career change, preparing for your family’s future, or pursuing financial independence, we’re here to create a clear, personalized plan.
Financial Expertise with No Strings Attached
Rise Financial Consultants has training and real world expertise in every area of financial planning, from wealth accumulation to estate planning. We’re here to offer you a holistic and manageable financial plan to meet every stage of life with confidence.
Investment & Wealth Planning
Performance Reporting
Cash Flow Modeling
Asset Accumulation Strategies
Retirement Income Planning
Account Aggregation
Life Event Funding Goals
Portfolio Strategy
F.I.R.E Navigation & Strategy
Aggressive Savings Plans
Expense Optimization
Smart Investment Strategies
Withdrawal Planning
Lifestyle Adjustments
Estate & Tax Planning
Tax Strategy Development
Wealth Transfer Planning
Charitable Giving Planning
Business Succession Planning
Ongoing Collaboration
Tax-Efficient Investments
Risk Mitigation
Emergency Fund Planning
Portfolio Risk Management
Income Protection
Wealth Preservation Strategies
Regular Risk Reviews
Retirement Planning
Social Security Optimization
Tax-Efficient Withdrawals
Healthcare & Long-Term Care Planning
Savings Goal Analysis
Portfolio Adjustments
Lifestyle Planning
Life Planning
Education Funding
Major Life Purchases
Life Redirection Support
Philanthropic Planning
Goal Setting and Alignment
Our Service Options
Hourly Rate
$250
Billed within 15 days of service
Typical new client engagements range anywhere from 4-5 hours for a comprehensive financial analysis and plan.
Perfect for those looking for support without an annual commitment.
After initial analysis, annual check-ins recommended.
We will estimate your investment based on the initial consultation.
Also available for special project pricing, one-off analysis and revisions/changes to your plan.
Annual Retainer
$6,000
Billed Quarterly
Add a CFP™ to your team! This option includes unlimited calls, emails and meetings - a true on-demand CFP™ at your disposal.
Option is perfect for those with higher asset & wealth accumulation. Using a fee-based retainer will save you thousands in the long-run.
A full, customized Financial & Retirement Plan
Discounted commission of 1% on any sold Investment or Residential Real Estate.
Secure Your Future with Trusted Expertise.
Book your free consultation to get started!
Higher Standards
Fiduciary Duty
Comprehensive Expertise
No Hidden Agenda