Your Partner in Financial Independence & Wealth Generation
Who We Are
Mission
To teach clients how to build generational wealth through financial planning strategies and tactics.
Vision
To Reach, Inspire, Share, and Educate individuals on the long-term benefits of financial literacy.
Core Values
* Passionate about financial freedom and independence for everyone
* Integrity through honest, confidential, and transparent fiduciary practices
* Empowering clients to make informed decisions and take control of their finances
Best Financial Counseling &
Literacy Services
At R.I.S.E. 2 FinLit, we believe in empowering our clients with the knowledge and tools necessary to build wealth and secure their financial future. Whether you are looking to manage debt, save for retirement, or invest for growth, our team is here to support you every step of the way. By choosing R.I.S.E. 2 FinLit, you are not just partnering with a financial planner; you are gaining a dedicated ally committed to your financial success.
Building Your Wealth, Achieving Your Goals
At R.I.S.E. 2 FinLit, we are committed to helping our clients create wealth through evidence-based strategies in achieving their financial goals. Your journey will begin with a detailed plan designed to outline your specific short-term and long-term financial goals. We will assess your current financial position and behaviors to develop strategies that best allocate your resources and maximize potential income-growth opportunities. Ultimately, the goal is to create a financial roadmap that reflects your unique financial situation and objectives, so that you can stay on track and reach your desired financial milestones.
Achieve Financial Literacy
Planning how to manage your money and create future generational wealth for your family can be a daunting task. R.I.S.E. 2 FinLit is committed to creating a supportive environment for our clients as they take steps towards financial freedom and literacy. Not only do we provide a comprehensive course library, but we also offer one-on-one consultations with our financial counselors to address any questions and provide tailored recommendations for your financial decisions.
Empathetic Coaching for Financial Success
At R.I.S.E. 2 FinLit, our owner, Money Coach JKay, has a personal story that drives his passion for coaching and financial literacy. After falling into monumental credit card debt of $62K and sub-par FICO scores, Money Coach JKay began a personal journey to learn as much as he could about financial literacy. Through diligent financial practices and much sacrifice, he was able to achieve financial freedom and better credit worthiness in less than two years. Money Coach JKay's knows firsthand the challenges that come with poor debt and financial management. His testimony allows him to offer practical advice rooted in reality, not just theory. The strategies and tools that he recommends are tried and tested, proven effective by his own remarkable recovery from financial distress. By working with R.I.S.E. 2 FinLit, clients will gain an advocate as they navigate on their own personal journey towards financial freedom.
