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RISE
Develop Financial
Wisdom
Financial Clarity
Understand your financial position and
move forward with greater clarity and confidence

Business Financial Leadership & Risk Management:

Strong organizations are built on financial clarity, disciplined oversight, and proactive risk management.

RISE partners with leadership teams to ensure financial integrity, gain insight to meaningful data, and reduce risk exposure.

Financial Insight & Analytical Leadership

Effective leaders understand both the high-level view and the underlying detail.

Develop stronger analytical oversight by learning how to review financial detail in ways that expose potential fraud, abuse, or reporting errors:

    • AR and AP aging analysis
    • Inventory aging and valuation review
    • Customer sales and returns
    • Identify expense outliers and anomolies
    • Capital asset and depreciation review
    • Search for potential unrecorded liabilities
    • Recognizing patterns hidden beneath summary reports
    • Review key policies to ensure fraud deterrence in critical areas
    • Identify KPI manipulation
fraud awareness

Ideal For:

  • Leadership teams strengthening financial oversight
  • Organizations seeking proactive fraud prevention
  • Companies investing in employee financial wellness

Let’s explore where stronger financial insight can protect and empower your organization.

 

Schedule a Confidential Consultation

 

Employee Financial Wellness & Awareness

Support your workforce by addressing one of the most common sources of stress — personal finances.

When employees gain clarity and confidence in managing their finances, organizations benefit from improved focus, morale, and productivity.

  • Financial Awareness Self-Assessment
  • Financial Attitude Assessment
  • Practical budgeting and financial clarity tools
  • Group workshops or customized sessions
financial key

Financial Health for Individuals & Couples

You may wonder, what in the world could financial health have to do with personal growth or leadership.
Consider your effectiveness in your workplace or your home life if you are experiencing stress in your finances. Who among us has not had financial stress at some point?

Start with a free financial awareness survey. Then consider joining one of our training sessions to explore foundational principles.

Individual (or couples) sessions: Identify and unlock key barriers in your finances.

Group Workshops: Join our 90-minute public group session to develop a unique budget designed for you and learn tips and techniques to improve your financial health.

 

Client Testimonials:

Tools & Confidence

When I first met with Teresa, I was a struggling single mom of two, drowning in debt, without a home, no car, warrants for my arrest, major dental issues, and an expensive smoking addiction. I felt stuck and hopeless.

But in just 12 months, my life completely transformed. I became debt-free, moved into my own home, quit smoking, got a car, and covered $4,000 in dental work—without taking on any debt. I also landed a new job with rapid promotions and a stable income to support my family. Today, I’m even pursuing a full-time college degree toward my dream career—all while working full-time.

Teresa didn’t just give me advice; she gave me the confidence and tools to change my future. It required diligence, transparency, and sacrifice—but it was so worth it!

— Nyla R.

Wisdom & Direction

Wisdom—that’s what Teresa brings to the table. After our initial meeting, she took the time to analyze my business and came back with a key recommendation. That one insight made all the difference and completely turned my business around. Her guidance is practical, powerful, and exactly what I needed.

— Gary H.

Pricing:

SERVICE

AUDIENCE

DELIVERY

DESCRIPTION

PRICE

Financial Awareness Survey

Individuals

Online

Get started by taking our 5-7 minute survey and receive a free 30-minute consultation call

Free

Group Financial Overview

Groups 6-30

Virtual or Live*

Group based overview training (45-60 minutes). Discover how your values, attitude and habits effect your finances. Then dive into the basics of financial management, including creating a budget.

Call for Pricing

Fraud Awareness Program

Executives and Managers

Virtual or Live*

Program is designed to raise awareness of common “red flags” for fraud or mismanagement across to most industries.  

Call for Pricing

Financial Coaching

Individuals or Couples

Virtual or Live*

Take the next step in tackling your financial hurdles by scheduling one ore more hourly sessions personalized to your data.

Call for Pricing

Business Consulting

Businesses

Virtual or Live*

Call to schedule a free initial consultation to see how we can serve your business in financial review and strategic planning

Call for Pricing

*Additional fees may apply for live workshops and events based on location and event requirements.

Get In Touch