What can I expect from you?
Solo 401k or SEP IRA? Get it right for your future and your taxes
Talk to a Certified Financial Planner™ about a retirement plan that fits your income, reduces taxes, and supports your goals.
Backed by world-class fintech execs and founders from
The right retirement strategy starts here
How it works
1
We get to know you.
We cover everything about your business and also about your personal finances. Because both matter.
2
Get a comprehensive plan.
We’ll identify opportunities to reduce your tax burden—from estimated taxes to retirement contributions to business expense strategy.
3
We’re here for you.
Meet your advisor over video and message them any time, as much as you want.
Traditional financial advisors:
Don’t have small business expertiseDon’t understand entity structure or tax planningCan cost tens of thousands of dollars per yearOnly available to high net-worth individualsAre low-techAre focused on AUMAre limited to their own products
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
I swear my jaw dropped every page I went to. I was truly amazed. Every recommendation in my plan was SO personalized!
Grace, small business ownerI was scared to see my plan but I love it. You have made it easy. I should have done this sooner.
Kate, tech business ownerYou’ve given me more tax advice than my tax guys have in 3 years.
Samuel, consultantYou don’t need to pay more for the best financial advice
Essential
Comprehensive, personalized financial planning for your business and for youUnlimited messaging with your advisorContinuous monitoring of your finances for new opportunitiesUnbiased advice personalized to your business and your personal finances$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 plan45-minute video call to review your personalized financial planAdditional calls as needed$267/month
Complete
Everything included in Premium, plus:
Federal + state filing for both business and personalQuarterly estimated tax guidanceS Corp election support, if applicableIntegrated tax services provided by a licensed tax partner$417/month
See exactly what's included in each package and add-on pricing View pricing guide
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?
Build long-term wealth as a business owner
Partner with a CFP® professional who specializes in small business.