Build Your Financial Plan
Turn your financial goals into a clear, actionable plan for lasting success.
Get Started TodayComprehensive Financial Planning Services
From retirement to education funding, we provide expert guidance across all aspects of your financial life
Defining Your Goals
- Financial Independence
- Retirement
- College Savings
- Philanthropy
- Estate
Retirement Income Planning
- Retirement Readiness
- Income Generation
- Social Security and Employee Benefits
- Long Term Care
- Risk Mitigation
Investment Solutions
- Professional Investment Management
- Downside Protection Strategies
- Alternative Investments
- Strategies For Market Volatility
- Fixed-Income and Liquidity
Tax Optimization
- Tax-Aware Investment Management
- Tax-Deferral Strategies
- Tax-Efficient Strategies
- RMD Optimization
- Roth IRA Conversions
Estate Planning
- Beneficiary Designation
- Gifting and Charity
- Will and Trust Planning
- Special Needs Planning
- Life Insurance
FirstRise Advisors Are Here To Help You
Comprehensive Approach
We consider every aspect of your financial life, not just investments. Our holistic planning ensures all pieces work together seamlessly.
Tax-First Mindset
Every recommendation considers tax implications to maximize your after-tax returns and minimize unnecessary tax burdens.
Transparent Planning
You'll always know what we're recommending, why we're recommending it, and how it fits into your overall financial picture.
Fiduciary Commitment
As fiduciaries, we're legally and ethically bound to put your interests first in every recommendation we make.
Our Planning Process
A proven methodology to create your comprehensive financial roadmap
Introduction
We begin by understanding your complete financial situation, goals, and concerns. Through detailed discussions, we gather information about your assets, income, expenses, and future objectives.
Strategy Development
Our team creates a customized financial plan addressing retirement, education funding, tax efficiency, risk management, and estate planning tailored specifically to your situation.
Plan Presentation
We present your comprehensive financial plan with clear recommendations, projections, and action steps. You'll understand exactly what we're recommending and why.
Implementation
Once you approve the plan, we guide you through implementation, handling account openings, transfers, and product applications to ensure everything is executed properly.
Ongoing Review
Your financial life evolves, and your plan should too. We conduct regular reviews to adjust your strategy as your goals, circumstances, and markets change.
It All Starts With A Conversation.
Schedule a complimentary consultation to discuss your financial goals and how we can help you achieve them.
Frequently Asked Questions
Common questions about working with a financial advisor
What does it mean that you're a fiduciary?
Fiduciary duty is a legal and ethical standard higher than the "suitability" standard that applies to broker-dealers under FINRA rules—it requires continuous, client-first care, not just transaction-based compliance. A fiduciary investment advisor is legally obligated to act in the best interests of their clients under the Investment Advisers Act of 1940.
How do I prepare for my first meeting?
Great news—you don't need to do much! Your first meeting is a conversation, not a test. We simply want to learn about you, your goals, and your concerns. If you'd like, you can bring any financial documents you have handy (recent statements, tax returns, insurance policies), but don't worry if you don't have everything organized. Many clients come to us precisely because they need help getting organized.
The most important thing to bring is an open mind and any questions you have. There's no such thing as a "dumb question" in financial planning—we're here to help you understand and feel confident about your financial future.
How much does financial planning cost?
The cost of a financial plan depends on its complexity and your specific needs. Some clients need straightforward retirement planning, while others require comprehensive strategies covering multiple goals, tax optimization, estate planning, and more. We'll discuss pricing during your complimentary first meeting once we understand your situation.
Your first meeting is always free, with no obligation. We believe in transparency—you'll know exactly what services you're receiving and what they cost before making any commitment.
Do I need to have a certain amount of money to work with you?
We work with clients at various stages of their financial journey. Whether you're just starting to build wealth, approaching retirement, or already retired, we can help. Financial planning isn't just for the wealthy—it's for anyone who wants to make informed decisions about their financial future. During your free consultation, we'll determine if we're a good fit for your needs and goals.
What is a Certified Financial Planner (CFP®)?
A Certified Financial Planner (CFP®) is a professional who has met rigorous education, examination, experience, and ethics requirements set by the Certified Financial Planner Board of Standards. CFP® professionals must complete extensive coursework in financial planning, pass a comprehensive exam, have at least three years of professional experience, and commit to ongoing continuing education.
At FirstRise, you have the opportunity to work with CFP® professionals who bring this advanced expertise to your financial planning. CFP® designation holders are trained in all aspects of financial planning including retirement, investments, tax strategies, estate planning, insurance, and more—ensuring you receive comprehensive, coordinated advice for your entire financial life.
What is a Chartered Financial Analyst (CFA®)?
A Chartered Financial Analyst (CFA®) is a professional designation awarded by the CFA Institute that represents the highest level of expertise in investment analysis and portfolio management. CFA® charterholders must pass three rigorous exams covering ethics, economics, financial reporting, quantitative methods, equity and fixed-income analysis, derivatives, alternative investments, and portfolio management.
The CFA® program requires an average of 1,000 hours of study and four years of qualified investment work experience. When you work with a CFA® charterholder at FirstRise, you benefit from deep analytical expertise in investment selection, risk management, and portfolio construction—helping ensure your investment strategy is built on sound financial theory and rigorous analysis.