The Work Index by Flexa

Rising Financial

Rising Financial is a women-owned, LGBTQ+ friendly financial planning firm that provides comprehensive financial planning and values-aligned investing for healthcare professionals.

https://www.rising-financial.com/
5.5

/10

Transparency ranking

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Description

Rising Financial is a women-owned, LGBTQ+ friendly firm that offers comprehensive financial planning and values-aligned investing to healthcare professionals. They specialize in helping their clients make financial decisions that align with their personal values, supporting organizations that are working towards a more just and sustainable future. Rising Financial is a fee-only fiduciary, meaning they are legally obligated to act solely in their clients' best interests.

The company's mission is to empower their clients to "do good with their life and their money." They offer a range of services, including budgeting, career planning, student loan strategies, charitable giving plans, tax planning, retirement planning, and investing. They are also a certified B Corporation, demonstrating their commitment to social and environmental responsibility. Rising Financial believes that everyone has the potential to make a difference, and they are committed to helping their clients use their money to build a better world.

Flexibility

Rising Financial is a company that offers employees the flexibility to work remotely. They provide virtual services to clients located in Minneapolis, MN. The job posting states that the position is fully remote.

Remote

Benefits

Rising Financial offers a variety of employee benefits, including paid time off, health insurance, and a 401(k) plan with employer matching. The company also provides opportunities for professional development and encourages volunteerism through its 1% for the Planet commitment.

WFA scheme

Mission

Rising Financial is a women-owned, LGBTQ+ friendly firm dedicated to providing comprehensive financial planning and values-aligned investing services, empowering individuals to make intentional, impactful money choices that align with their personal values and contribute to a more just and sustainable future. They prioritize building long-term relationships with clients, acting as a trusted partner to help them achieve their financial goals and live extraordinary lives while making a positive impact on the world.

Animal focused
Disruptor
Environmental impact driven
Improving quality of life/health
Social impact led
Sustainability

Culture

Rising Financial promotes a culture of social responsibility and doing good with your money. They prioritize the values and impact of their clients, supporting organizations and causes that align with their commitment to building a more just and sustainable future. They offer fee-only financial planning services, emphasizing transparency and prioritizing client needs. Rising Financial fosters a collaborative and supportive environment, empowering clients to make informed and confident financial decisions that reflect their personal values.

People-first
Progressive
Transparent

DE&I

Rising Financial is a women-owned, LGBTQ+ friendly firm committed to diversity, equity, and inclusion. They believe in practicing what they preach and advocate for their clients, volunteering their time and donating at least 1% of their profit to charities, organizations, and advocacy groups chosen by their members. This commitment to social responsibility extends to their hiring practices and internal culture, fostering a welcoming and inclusive environment for all employees.

LGBTQ+ representatiion

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