What can I expect from you?
Stressed about cash flow? Talk to a small business financial advisor.
Work with a Certified Financial Planner™ to stabilize your finances and plan with confidence.
Backed by world-class fintech execs and founders from
Regain control of your income, expenses, and taxes
How it works
1
Talk to us about your situation.
We’ll walk through your income, spending, and tax schedule to understand where the gaps are.
2
Get a personalized action plan.
Your advisor will build a plan to smooth cash flow, set goals, and get systems in place.
3
Stay on track going forward.
We’ll help you monitor progress, catch surprises, and make smarter financial decisions all year.
Traditional financial advisors:
Don’t have small business expertise
Don’t understand entity structure or tax planning
Can cost tens of thousands of dollars per year
Only available to high net-worth individuals
Are low-tech
Are focused on AUM
Are limited to their own products
As seen in
Financial advisory, as unique as your small business
Our Certified Financial Planners™ specialize in the unique challenges small business owners face with expertise across diverse industries.
Freelancers and agency owners
Creators
Private practices and healthcare providers
Real estate agents and property managers
Restaurant owners
Trusted and loved by thousands
You’ve given me more tax advice than my tax guys have in 3 years.
Samuel, consultantI was scared to see my plan but I love it. You have made it easy. I should have done this sooner.
Kate, tech business ownerI swear my jaw dropped every page I went to. I was truly amazed. Every recommendation in my plan was SO personalized!
Grace, content creatorYou don’t need to pay more for the best financial advice
Essential
Comprehensive, personalized financial planning for your business and for you
Ongoing help with cash flow decisions, from debt payoff to savings
Unlimited messaging with your advisor
Continuous monitoring for new financial opportunities
$150/month
Premium
Everything included in Essential, plus:
45-minute introductory video call with your Uprise Certified Financial Planner (CFP®) before drafting of the financial plan
45-minute video call to review your personalized financial plan
Additional calls as needed
$267/month
Complete
Everything included in Premium, plus:
Personal federal and state tax filing (including Schedule C for sole proprietors)
Business federal and state tax filing
Quarterly estimated tax planning
Integrated tax filing provided by a licensed tax partner
$417/month
Frequently asked questions
Do you serve people outside the US?
How are you able to make this so affordable?
Who is this for?
How does the money-back guarantee work?
Take control of your cash flow
Work with a Certified Financial Planner™ and build toward what matters.