What Rising Financial Is All About
Rising Financial is a fresh take on comprehensive financial planning and values-aligned investing, tailored specifically for healthcare professionals. It’s not just about managing money—it’s about doing good with your life and your money. This women-owned, LGBTQ+ friendly firm breaks the traditional financial planner mold by focusing on creating lasting impact, helping clients feel confident about their choices, and supporting them in living extraordinary lives. Based in warm Minneapolis, MN, and serving clients virtually, Rising Financial offers a judgement-free partnership that blends financial planning, wealth management, budgeting, and sustainable investing into one seamless experience.
The Main Benefits You Can Expect
Choosing Rising Financial means stepping into a world where your money works for you—and for the greater good. Here’s what sets them apart:
- Fee-only fiduciary commitment: acting solely in your best interest
- Personalized plans that reflect your values and audacious goals
- Frequent check-ins to evolve your financial strategy as life changes
- Support for sustainable investing that aligns with your ethics
- At least 1% of profits donated to charities and advocacy groups chosen by clients
- A judgement-free, caring approach that respects your busy schedule and messy spreadsheets
- A B Corp score of 149.5, reflecting strong social and environmental performance
Discovering the Power of Your Wealth
It’s one thing to have money, but it’s another to make it truly count. Rising Financial helps clients clarify their options and make empowered decisions that create real, lasting difference—not just for their families, but for the world. Every choice, even the small ones, can ripple out and elevate others. This approach turns financial planning into a tool for positive change, helping clients build a future that’s both prosperous and purposeful.
Conversations That Truly Matter
Your life isn’t traditional, so why should your financial plan be? Rising Financial understands that saving, investing, and making wise money decisions can feel overwhelming. That’s why they focus on deep, meaningful conversations that get to the heart of what matters most to you. They dream big with you, evolve together as your life shifts, and empower you to be the change you want to see. It’s about more than numbers—it’s about crafting a financial future that reflects your dreams and values.
Working Together, Everyone Rises
Rising Financial practices what it preaches. Beyond advocating for clients, the firm volunteers time and donates at least 1% of profits to charities, organizations, and advocacy groups that clients choose. This commitment to giving back creates a ripple effect of positive impact, reinforcing the belief that when one rises, we all rise. It’s a community-focused approach that blends financial success with social responsibility.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 3: Good Health and Well-being – Supporting healthcare professionals in securing their financial futures
- SDG 8: Decent Work and Economic Growth – Promoting ethical wealth management and sustainable investing
- SDG 10: Reduced Inequalities – Offering judgement-free, inclusive financial planning
- SDG 12: Responsible Consumption and Production – Encouraging sustainable investment choices
- SDG 17: Partnerships for the Goals – Collaborating with clients and communities to drive positive change
Your Thriving Future Starts Right Now
Whether you’re juggling a busy schedule, wrestling with messy spreadsheets, or dreaming big, Rising Financial meets you where you are. The advice fits your real life and helps you start building your legacy today. It’s about feeling confident that your financial decisions are intentional, impactful, and aligned with your values—so you can stop worrying and start thriving. The future is waiting… and with the right partner, it’s yours to build.
