Rising Professionals
Building Stronger
Financial Foundations
At WealthChoice, we believe that financial planning is for everybody – but you wouldn’t know it if you looked around the advice industry. The truth is that Gen Z and Millennials need a different planning approach.
You have pressing money questions but are navigating the busiest season of your life.
You’re balancing:
- Graduating college
- Starting your career
- Climbing the ladder
- Buying a home
- Equity compensation
- Job changes
- Relocation
- Getting married
- Having kids
- Knocking out debt
And you still want to enjoy the things you love with the people you care about.
That’s Where We Come In
Our Rising Professionals service is designed to help you build your best financial life right now while also planning ahead for a brighter future.
What you'll get
Our initial 'get to know you' process
We’ll explore who you are, what’s going on in your financial life, and what goals you have.
An easy-to-follow one-page plan
Our team will develop a one-page financial plan that’s easy to understand and acts as a guidepost for the next steps on your wealth planning journey.
Ongoing technology support
Through eMoney, you can track your progress, check off “to-do’s” and stay on track.
WealthChoice team accountability
We meet with our Rising Professionals clients twice yearly to check in on overall financial wellness, progress, and to pivot your plan as needed.
Between meetings we are available for anything and everything that comes up in your financial lives – we truly plug in as your financial resource and go-to for any questions you may have.
Services + pricing
Are You a Fit?
Here are a few things we look for in Rising Professionals clients:
- Age 32 or younger
- Looking for a long-term relationship
- In the early stages of wealth-building
- Focused on creating healthy financial habits both now and in the future
Pricing
Our goal is to make pricing as transparent as possible – no hidden fees or surprises.
The traditional fee structures of the financial industry often don’t work for your unique needs – and prevent you from getting the valuable insights you deserve. To accommodate this, we structure our fees to be a percentage of income, with a minimum fee requirement for our partnership.
Minimum annual fee: $1,500
Pricing: 1.5% of your combined gross annual income
What If I “Graduate” The Program?
If you graduate the Rising Professionals program, we will transition you to our standard WealthChoice financial planning and asset management program. We’re committed to serving you both now and in the future!
Ready to Start Your Journey?
Learn more about our Rising Professionals program by scheduling a conversation with our WealthChoice team!