Are you feeling confident about your finances?
Here are some common themes and questions from our clients that we've helped them with:
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How do we handle conflicts around money?
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How to raise my children to be good
stewards? -
What options do we have for investments and insurance?
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What is a good game plan for retirement?
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How do I minimize taxes and probate for my estate?
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What is an efficient way to take money out of my corporation?
The Rise Above Membership
We're here to help!
The Rise Above Finance team provide expert and relationship-based counsel applying biblical wisdom through our financial planning. Over the years, we’ve helped hundreds of families build confidence with their finances, helping them experience the joys of being good stewards through our step-by-step process.
Membership Packages
The Rise Above Membership integrates the best financial planning with reflective practices, coaching our clients to align their intentions and actions to purpose-driven goals and values. All clients start from our basic membership. For estate planning and corporate needs, we also have add-on options available for selection.
Basic
Membership
Individuals
Cashflow • Debts • Goal Planning •
Investments • Insurance • Retirement
Family
Cashflow • Debts • Wedding •
Homebuying • Family Goals •
Family Protection • Children •
Investments • Retirement
Add-On #1
Estate
Intergenerational Planning
Estate Analysis • Will/Power of
Attorney Review • Intergenerational
Wealth Transfer and Asset Planning
• Tax Efficiency Solutions Stategy •
Legacy Planning
Add-On #2
Business & Corporation
Corporate Planning
Shareholders Agreement/Buy-out •
Business Overhead Analysis •
Capital Dividend Withdrawal Strategy
Corporate Group Benefits
Group Benefits Review • Health and
Dental Insurance • Group Retirement
Services Implementation
What are the key benefits of
the Rise Above Membership?
Using the Rise Above Stewardship Process, we build a customized plan to help you align your finances with your goals and values.
Comprehensive Financial Plan
1
Our highly qualified team includes CFP, CPA and CKA designated professionals with 20+ years of experience. Our expert's hourly rate range from $150 to $500, but you get access to them within one membership!
Unlimited Access to Financial Experts
2
Access to industry-leading financial products, tools,
and exclusive workshops specifically made for
professional and biblical financial planning.
Financial Tools & Resources
3
We give transparent, educational and biblical-based advice. No sales pitches to pressure you on products!
Biblical & Educational Advice
4
Regular review and guidance from our team that covers every financial decision, not just one-off plans that only focuses on investments or products.
Trusted Accountability
5
Start Your Path to Becoming a Good Steward
Financial planning requires a commitment of time and money. But you will be in good hands. Our team will provide you with the structure, systems and support to help you stay on track on your stewardship journey.
If you are looking for transparent, biblically-based advice that improves your financial well-being and helps you make wise choices with your money, we’ve got just the team for you.