Our Process

At Rise North Capital, we believe that everyone deserves access to expert financial guidance, whether you're planning for a significant life event or seeking to improve your financial situation. Our experienced team is here to support you in everything from creating a budget to planning for retirement and everything in between.

Implementation

Once we determine the best solution, we put the plan into action. We help you execute the steps needed to achieve your financial objectives.

Ongoing Financial Checkups

Our client process establishes ongoing financial checkups, allowing us to continuously service you, provide the most current information, tackle additional objectives, discuss new goals, or make updates to accommodate possible changes in your life.

Recommendations

We present you with a range of options that align with your goals and financial situation. We explore possibilities and solutions that can help you achieve your objectives.

Introduction

We start by getting to know you and your financial situation. We want to understand your goals, priorities, and values.

Next, we explore your financial situation in more detail. We gather information about your income, expenses, assets, and liabilities. This helps us develop a comprehensive understanding of your financial picture.

Analysis

We analyze the information we gathered during the discovery phase to identify potential opportunities and challenges. This analysis helps us create a customized plan that aligns with your financial objectives.

Discovery