We schedule a 30 minute meeting to ensure that you are a great fit for Goldrise Wealth Advisors. We will get a baseline idea of your current situation/goals and explain how we can help you achieve those goals.

We want to be sure that you are a great fit, so this consultation is provided to you at no cost.

Once you have signed up, we will schedule a meeting specifically to go over your goals and financial situation to ensure we build a plan that is customized to you.

There will be another 1 to 3 meetings to cover various topics such as investing, retirement, education savings, cash flow planning, etc.

Our goal is that by the end of the onboarding process, you already feel better about your finances.

We will have 2 pre-scheduled strategy sessions per year to ensure you remain on track for your goals.

You are able to schedule meetings as needed when unexpected events come up, and you have unlimited access to us via email.

Goldrise Wealth manages your investments to ensure that your accounts remain appropriately allocated for your situation.

We will send check-ins and monitor your overall plan to ensure you stay on track.