What CAN I EXPECT BY WORKING WITH RISING ARROW?
By starting off with an initial phone conversation or in-person meeting, we try to get a better understanding of your financial goals. We also recommend objective, benchmark goals for specific life circumstances (e.g. 30-something couple with young children, etc.).
For example:
- Accumulating enough savings to handle an emergency situation
- Buying a house
- Getting out of debt - and staying out
- Budgeting properly to raise a family in San Francisco
- Paying for your children's college and/or private school education
- Ensuring investments are appropriately allocated for your life stage and risk tolerance
- Amassing enough wealth to retire comfortably
- Ensuring that your parents are comfortable and well taken care of in their old age
Next, we get a deep understanding of your financial situation, including income, assets, savings and investment accounts, loans/debt, taxes, insurance premiums/policies and personal expenses.
Using in-house developed formulas, we run an in depth data analysis of your financial health. These results allow us to make customized, workable action plans and recommendations for reaching each of your financial goals. During the process, we often find ways for you and your family to live more efficiently (through cost cutting or other methods of saving and budgeting).
QUestions? READY TO GET STARTED?
We are happy to discuss your needs and/or provide a quote over the phone or in a face-to-face meeting. Your initial phone conversation or in-person meeting is complimentary. Fill out the form below and we will get back to you within 1-2 business days.