How It Works
1. Schedule a Discovery Consultation
Start with a complimentary Discovery Consultation. We'll discuss your goals, answer any questions, and determine which service or package best fits your needs.
2. Choose Your Service
Based on your goals, you'll select the session or package that best supports your financial journey.
3. Complete Your Intake Forms
You'll receive any necessary forms and instructions before your appointment. Some services may require bank or credit card statements for review.
4. Attend Your Session
We'll meet virtually to review your goals, discuss your current situation, and create a plan for moving forward.
5. Take Action with Support
Whether you choose a single session or an ongoing package, you'll leave with practical next steps and guidance designed for real life.
Frequently Asked Questions
What is a Discovery Consultation?A Discovery Consultation is a complimentary 15–20-minute conversation where we'll discuss your goals, answer your questions, and determine which service or package is the best fit for your needs.
Do I need to provide bank statements?Some services, such as the Budget & Spending Analysis Session and Foundations Packages, require 60–90 days of bank and credit card statements. These documents help provide an accurate picture of your spending habits and financial patterns.
Are appointments virtual or in person?At this time, appointments are held virtually, allowing clients to receive support from the comfort of their homes.
What if I don't have a budget?That's perfectly okay. Many clients come to Rise Budgeting because they don't know where to start. We'll work together to create a plan that fits your goals and lifestyle.
Do you provide investment or tax advice?No. Rise Budgeting focuses on financial education, budgeting, goal setting, spending analysis, and financial confidence. We do not provide investment, tax, or legal advice.
How long are appointments?Appointment lengths vary by service. Most one-on-one sessions are approximately 60 minutes.
What payment methods do you accept?Payments are accepted through secure online invoicing and payment processing.
What if I need ongoing support?Clients looking for ongoing guidance may benefit from the Rise Financial Foundations Package or the Rise Financial Foundations Coaching Package, which include continued support and accountability.
Do you guarantee results?No. Financial progress depends on many factors, including individual circumstances and the implementation process. However, Rise Budgeting provides the education, tools, and support clients need to make informed financial decisions.
Will I be judged for my spending habits?Absolutely not. Rise Budgeting provides a judgment-free environment focused on education, awareness, and practical solutions. We've all made financial decisions we'd do differently today. The goal isn't perfection—it's progress.