Whether you want to tackle a specific financial goal—such as ready yourself for a home purchase, save for retirement or college, pay for childcare or private school—or obtain a macro view of your money and the interplay of your various assets, we will work with you to identify your priorities, set your goals, and develop an objective and customized financial plan that is easy to understand and follow.
CLASSIC PACKAGE
Short on time or prefer a high-level understanding of how you can reach your financial goals? Not sure if you are ready to commit to a more detailed financial plan but curious if you are somewhat "on track" given your age, income and life situation?
Based on your current financial situation and your financial priorities and goals, we'll develop a workable, high-level financial plan that is easy to understand and follow.
FEE: starts at $750
Depending on your specific financial situation and expectations, which we determine during a complimentary phone meeting, expect to meet 1 or 2 times for up to 2 hours total. Learn more about our process.
DELUXE PACKAGE
This is our most popular package and meets the needs of most clients. In a series of questionnaires and in-person meetings, Rising Arrow will work with you to identify your priorities, set your financial goals, review your current situation and discuss ways to meet your objectives. The goal of our sessions is to develop a plan that is agreeable, realistic and easy to understand and follow.
FEE: starts at $1,000-$1,750+
Depending on your specific financial situation and expectations, which we determine during a complimentary phone meeting, expect to meet up to 2 times for up to 2 hours at a time. Learn more about our process.
COMPREHENSIVE PACKAGE
We create a road map to reach your financial goals. It addresses all aspects of your financial life, including:
Cash flow and budgeting
Saving and investing
Debt management
Retirement projections
Housing
Childcare / education planning
Employee benefits
Insurance and estate planning
Non-essential spending (vacations, hobbies, dining out)
We start by identifying and prioritizing your short-term and long-term financial goals and then gather and organize data and documents through questionnaires, interviews and worksheets.
Next, we analyze your financial situation using proprietary models and specialized tools to identify challenges and opportunities as they relate to key objectives.
We then develop a saving and investing strategy to fund your objectives, provide a written plan with recommendations and action steps and assist with implementation of plan tasks and recommendations where needed.
FEE: starts at $2,500
Depending on the complexity and scope of your finances, which we determine during a complimentary phone meeting, expect to meet several times for at least 2 hours at a time. Learn more about our process.
CONSULTING SERVES ($175 per hour)
We can address very specific issues regarding your budget, savings, investments, debts and education funding. Consultations are offered at our hourly rate of $175. The total fee will depend on the scope of the project.
“I would love to suggest your services to potential clients.”
How we help individuals & Families
Using proprietary formulas, we assess aspects of your financial life, which can include your:
current financial health
cash flow and debt
life, disability and health coverage
non-retirement and retirement investments
savings, estate planning and tax situation
Based on our in depth data analysis, we provide detailed action plans, including objective recommendations on:
cutting/recalibrating expenses
saving for retirement, non-retirement, specific financial goals (e.g. home purchase, college savings)
investments
tax and estate planning
insurance coverage
Ready to get started? Need a quote?
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.