Do you have a question about your employee benefits or need help with another financial planning matter? Click the link below to schedule a complimentary virtual consultation with Employee Advisor and CERTIFIED FINANCIAL PLANNER™, Sara Stiles.
Personal Financial Management
The first step towards creating a successful financial plan is to be financially self-aware. Rise gives you access to complimentary financial planning tools to help you take inventory of your overall financial picture, set goals for the future, and monitor your plan on an ongoing basis.
Have you already started a plan with Sara and want to check your progress? Log in here to access your client profile. If you have trouble logging in or need to establish new access, send your name, birth date, employer name and preferred email address to:
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RESOURCES & TOOLS
All written content on this site is for information purposes only. Opinions expressed herein are solely those of RISE Consulting, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by RISE Consulting, LLC a Registered Investment Advisor in the States of Kansas and Missouri. RISE Consulting, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Insurance services are offered by RISE Agency, LLC, an affiliated company. RISE Consulting, LLC and RISE Agency, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Click HERE to view RISE's current ADV.