The Rise Approach to Building a Strong Financial Foundation
Understand our Approach with the CFP® Planning Process
Transparent, Personalized, and Effective Financial Planning Services
When you choose to work with us, you can expect an engaging and transformative journey.
Our team values clear communication and transparency to keep you informed and confident.
Together, we’ll simplify financial planning with strategies and an action plan tailored to your unique financial goals and aspirations, helping you achieve success with clarity and ease.
The Rise Planning Process
At Rise, we are Certified Financial Planner™ practitioners. With this designation, we follow the CFP® planning process, which is a 7-step, structured approach. Our typical hourly-based clients can expect anywhere from two to three initial meetings based on your specific financial picture.
The Typical Client Planning Process with Rise Financial
Meeting One
Meeting one is the free consultation. The consultation is an opportunity for you to meet your Rise advisor, understand our process, and discuss your current financial picture.
Meeting Two
Meeting two is our initial planning meeting, where we’ll do a deeper discovery and analysis into your current financial picture and determine the goals for your financial plan.
Meeting Three
After meeting two, your Rise advisor will determine the best strategies and plan to achieve your goals. Meeting three focuses on presenting and implementing the outlined plan.
Ongoing Meetings
Your Rise Advisor is here for your financial success! Review meetings can be scheduled quarterly or semi-annually, depending on client preference. We encourage phone calls and emails in between meetings if questions or new circumstances arise.
FREE CONSULTATION
FREE CONSULTATION
Plan Today, Prosper Tomorrow.
We offer a completely free consultation to every client to ensure confidence in our approach before committing to working together. Consultations can be done virtually, in your home or in public!
If you’d like to schedule your consultation, please fill out the form below:
The 7-Step CFP® Planning Process
Why Choose a CFP® over a Financial Advisor?
A CERTIFIED FINANCIAL PLANNER™ offers expertise and a higher standard of care compared to many general financial advisors. CFP®s must complete rigorous education, pass a comprehensive exam, and adhere to strict ethical guidelines.
Higher Standards
CFP® practitioners complete rigorous education, pass a comprehensive exam, and follow strict ethical guidelines.
Comprehensive Expertise
Trained in all aspects of financial planning, including investments, taxes, retirement, and estate planning.
Fiduciary Duty
CFP® practitioners are legally required to act in your best interest, ensuring unbiased, client-focused advice.
No Hidden Agenda
Unlike some financial advisors, CFP® practitioners provide transparent guidance without product sales or commissions.
The Advisor On Your Side
Greg Sazdanoff, Founder of Rise Financial Consultants, combines a wealth of experience as a Financial Advisor, Realtor, Real Estate Investor, Business Owner, and former Private Equity President. This diverse background gives Greg a unique perspective on financial planning, enabling him to provide clients with well-rounded and innovative strategies.
With over a decade in the industry, including leading a successful business acquisition, Greg founded Rise to bring one of Columbus’s first advice-only planning models to life. As a CERTIFIED FINANCIAL PLANNER™, holding Series 7 & 66 securities licenses and a Realtor® designation, Greg is dedicated to helping clients achieve lasting financial clarity and peace of mind.
