Trust. Plan. Empower.
Rise Up Financial
Financial planning for professionals, executives and entrepreneurs who value health & wellness.
Health + Wealth = Wellness
Rise Up Financial
What makes us unique?
We have added a new category to the financial plan, health and wellness. At Rise Up Financial, our process is centered around wellness. We help our clients use their money to provide nourishment, empower them with options and live more intentionally. What does living a good life mean to you?
Are you missing the financial voice on your team?
Hi, I'm Annelise Bretthauer, a CERTIFIED FINANCIAL PLANNER™ professional and Crohn's Disease warrior who is on a mission to integrate health and wellness with your finances. I specialize in working with individuals and families who have income but may not have asset to manage yet. I become my client's thinking partner to help them navigate their financial world and be intentional about building the life they want for themselves and their family.
At Rise Up Financial, we believe wellness is should be a part of the financial planning process whether you are facing chronic disease or not. Life often hands us unforeseen twists and turns and I want to help you ride that wave confidently, build your wealth and use your money to nourish your life. I want to be a part of your team.
I'd be honored to hear your story.
Annelise Bretthauer CFP®, CDFA®
Founder of Rise Up Financial & IBD Advocate
we works towards creating wellness
Areas of Expertise
Spending Plan Design
Budgeting doesn't have to be overwhelming and hard. Whether we are planning for a career change, a new baby or a new car, we want to make it approachable.
Simple savings Strategies
We believe simple is best. We'll help you make saving simple whether it's for your health, a big purchase, retirement, family planning or something else!
Health & Wellness Mapping
Have envisioned what wellness feels like for you? Have you tracked your progress? We'll introduce you to our WellnessTracker!
Investing is not a one size fits all subject. Your risk tolerance and time horizon is individual to you. Let's talk about it and invest intentionally.
Planning & Visioning for Retirement
Work and retirement mean different things to different people. Each plan is unique but have one thing in common: the power of choice.
Tax Planning for Wellness
Taxes are a big portion of our expenses. Let's plan ahead and make tax efficient choices. I work closely with your CPA or tax preparer to plan for today and the future.
Navigating Insurance Needs & plan Coverage
Health, life, homeowners, disability, umbrella etc. all help keep your family protected. Each family has unique challenges.
Plan of action & Support for the whole family
Finances impact the entire family. As your financial thinking partner, I'm here to help you take action to support the entire family!
No Assets To Manage (AUM) Needed
Fee-Only Financial Planning
I'd be honored to hear your story.
If you value health and wellness, are working through a life transition, or have financial pain points. We'd be honored to chat.
Fee-only financial planning with your interests first and foremost. We are a fiduciary.
Do you work with people like me?
High Earners Not Rich Yet
Comprehensive ongoing financial planning for individuals and families earning $175,000+ per year who would like to start building wealth.
Health & Wellness Professionals
Naturopaths, Functional, Holistic, Integrative Medicine Doctors
Comprehensive ongoing financial planning for medical professionals. We specialize in holistic medical professionals.
Retirement Readiness Project
3-5 Years From Retirement
A cash flow based project plan for those who want to confirm their readiness for retirement. Our 3-meeting process provides peace of mind as you plan for this exciting transition to retirement!
Life often hands us twists & turns & many of them come with financial implications. Whether you've come into an inheritance, want help with saving & budgeting or something else, a project is a great way to get short-term help.
Why Rise Up?
"I will be here as your partner to develop inner trust with your finances and use money to rise up and live more intentionally."
Annelise Bretthauer CFP®, CDFA®, M.B.A.
I was once told by a wise man, “We spend our time working to make money, then we spend our money trying to buy time.” Investing in your health and your future self today, can pay unlimited dividends for your life.
Money and financial decisions are overwhelming. We take the time to get to know you, what motivates and learn about what’s important to you. Let’s leave the past in the past. We meet you where you are today to help you where you want to get to tomorrow.
Part of my job is to disarm the fear that often comes with talking about money and taking action to mold your financial future. Together, we develop, implement and monitor a plan that fits your needs and pursues your dreams.
Part of our mission is support the chronic disease community. We do that through patient advocacy, speaking, being a guest on podcasts, and writing guest blog posts. If you have an idea or event you’d like Rise Up to participate in, send us an email!
We are a value first tribe
Join the Rise Up Tribe
Value straight to your inbox. Be the first to know when we launch free courses, our financial guide planner and so much more.