Elevate & Invest
One-on-One Coaching Program
Ready to Develop or Fine-Tune your Investing and Tax Strategy?
Our one-on-one coaching program is designed to meet you at the investing stage you’re in now - whether you’re brand-new to investing, already have a portfolio that you want to grow, or just want to feel better about making confident decisions. It is perfect for those looking for a customized roadmap to success.
Pinpoint the driving force behind your pursuit of financial security, and craft a comprehensive motivational blueprint that paves the way for you to manifest the life you've dreamed of.
Learn diversified investing methods to set your investment snowball in motion, constructing a robust portfolio that enables you to embrace a fulfilling lifestyle and secure a comfortable retirement.
Discover the art of implementing tax strategies to retain more of your hard-earned money while steadily expanding your financial prosperity.
Our Framework
A Coaching Program Designed for You
We use a four-step framework to help you get on the exact path you need to get unstuck and achieve your goals. Here’s what you can expect in your Elevate & Invest Coaching Program:
01
Financial Snapshot & Goal-Setting
This is our evaluation phase, where we'll assess your current financial situation, your biggest struggles, and begin to identify your ultimate goals. We'll not only dive into your portfolio, but also assess your life skills, desires, and opportunities to create passive income.
02
Gap Analysis & Confidence-Building
We'll dive into the biggest gaps in your wealth journey here, and identify any quick actions to take before building a longer-term investing strategy. This is where you let out all your fears, and we address them, together, ensuring you feel confident to move forward. We'll start diving into the numbers to help you spot opportunities to increase income and lower your tax bill, now and as you progress.
03
Strategic Planning & Action Blueprint
Here is where we craft your short-term and long-term action plans. We'll look at steps for you to take that align with your biggest priorities - financially, and for living your absolute best life. This is where passive income, investments, and tax planning all come into play.
04
Accountability & Progress Check
During our check-in session, we'll make sure that the actions you've taken so far are moving the needle, and we'll cover the questions and concerns you might have developed as you've moved along with your plan.
Why Work With Us?
Proven Success
We've achieved what you're aiming for: financial and time freedom. And we did it from scratch before age 40, relying on smart saving, investing, and tax strategies—without a wealthy background. We understand your journey because we've walked it ourselves.
Holistic Financial Strategy
We don’t just focus on numbers or a single asset class. We create a personalized, holistic financial plan that aligns with your lifestyle goals, incorporating multiple asset classes (stocks, bonds, real estate, alternatives) and tax strategies. Our goal is to help you design a life that’s truly yours.
Unbiased Guidance
Unlike commission-driven financial professionals, we're fully independent. Our financial freedom means we can focus 100% on educating and supporting you, without any conflicts of interest. We're here to empower you on your financial journey—no strings attached.
Pria N.
“I feel at ease with my finances now and I learn so much from you every time we talk. Thank you for sharing your knowledge and supporting me through this process. Thank you for helping me through my journey to financial freedom!"
Anna H.
"Caitlin listened patiently for me to articulate my concerns and struggles. And then, she gave me so much clarity and focus on what to do next, which was unique to what my concerns and goals were. This level of personalization and thoughtful strategy is something I had never found in all of my experience working with financial advisors!"
Zinni J.
"Susan is very encouraging, responsive, and patient with my questions. I want to apply all the strategies she has introduced me to in my journey into investing to achieve my ultimate dreams! I encourage newbie women investors like me to talk to her and start your portfolio today."
How It Works
When you join the program, you:
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Complete an assessment created by Rising Femme Wealth that is easy to navigate, and comes with instructional support!
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Are paired with one or more coaches based on the exact strategies and expertise you need.
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Schedule each one-hour session online.
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Have personalized, informative, and approachable coaching sessions, followed by step-by-step action plans.