Rise Up and Plan Your Retirement
Helping You Take Charge of Your Financial Future with a Strong Financial Plan
Do you feel confident that you are on track for retirement?
Do you need help and guidance without feeling shame?
Many face unique financial challenges when planning for retirement, from navigating finances in a divorce to ensuring financial stability through investment strategies, estate planning, and long-term care insurance. At Rise Up Planning, we specialize in financial planning helping you take charge of your financial well-being with financial advice tailored to your unique circumstances.
Our Approach
At Rise Up Planning, we help you build confidence in your financial literacy and develop a strong financial plan that addresses your unique financial situation. Whether you’re saving for retirement or seeking wealth management strategies, our advisors seek to provide the best financial guidance to help you achieve your financial goals with clarity and confidence.
Our Guiding Principles
EXCELLENCE
Excellence in everything we do for our clients is our top priority. We strive to offer the best financial solutions and professional advice tailored to your individual financial objectives.
INTEGRITY
We act as trusted partners, guiding you to make financial decisions that secure your future.
RESPONSIBILITY
As a fiduciary, we put your best interests first, offering personalized financial advice to help you build wealth and take control of your financial life.
ACCOUNTABILITY
We are accountable to God, our clients, and our industry standards. We uphold the highest standards in providing financial services to help our clients and their families achieve financial security.
Comprehensive Financial Planning
People often face unique challenges when planning for their financial futures. Our CERTIFIED FINANCIAL PLANNER® works closely with you to develop a financial plan that aligns with your financial goals while considering your current financial situation.
Personalized Services to Secure Your Future
Every woman’s financial journey is different. Whether you are planning for retirement, managing social security benefits, or seeking financial education, we tailor our services to meet your planning needs. We focus on helping you navigate the financial impact of life’s most significant transitions and provide the tools and resources necessary to make informed decisions.
Navigating Life’s Financial Milestones
People experience financial obstacles and must plan accordingly for major life changes.
Key financial transitions include:
● Divorce or separation – Ensuring financial stability post-divorce
● Managing inherited wealth – Developing an effective wealth management strategy
● Job loss or loss of a loved one – Creating a budget and protecting assets
● Marriage – Establishing a joint financial plan
● Saving for retirement – Understanding retirement planning and long-term care insurance
Taking proactive steps toward financial security is essential. Our advisors help you navigate these challenges with confidence.
Investment Strategies Aligned with Your Goals
At Rise Up Planning, we help you diversify your portfolios with investment strategies that
balance risk and return. Whether you are working toward saving for retirement or securing