Strategic Coaching for Life’s Financial Climb

Wherever you are, we help you rise — with purpose, with confidence, with results.

Public School & Federal Employees

K-12 Teachers, Public School & Federal Employees


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Employee Transitions

Smart financial guidance when changing jobs or careers.

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Business Owners

Protect your business, grow your wealth, and plan your exit — all with one strategic partner.



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WHY CHOOSE US?

Experience the Rise North Capital Difference


At Rise North Capital, we don’t just give advice—we coach people through real financial transformation. With honest conversations and personalized plans, we help you shift your mindset, gain clarity, and take control.


Transformational Coaching

We help you shift your mindset, gain clarity, and take confident steps toward your goals.

Personalized Plans

 No templates here—just strategies built around your unique needs and life stage.



Tailored Support

Whether you're an individual, employee, or HR leader, we meet you where you are.


WHO WE HELP

Tailored Support for Every Client


We work with individuals, business owners, public employees, and HR leaders—each with unique challenges and goals. Our coaching meets you where you are.

We help teachers, administrators, and government employees get the most out of their pensions, benefits, and retirement plans—so they can feel confident about the future they’ve worked hard to earn.



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We help you navigate job or career changes with clear guidance on rollovers, benefits, and aligning your financial plan to your new path.


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We support entrepreneurs with tax-efficient strategies, business protection, and succession planning—so your personal and business finances work together to build lasting wealth.



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TESTIMONIALS

WHAT CLIENTS SAYS

Skyllar Byron
Parker and Mackenzie were exceptional—personable, professional, and made the whole life insurance process smooth and stress-free. I felt confident every step of the way. Highly recommend!
Jonathan
Robert was incredibly helpful and knowledgeable about my retirement options. He answered all my questions, explained everything clearly, and truly had my best interests in mind. Highly recommend!”
Luciano Ricci
I've worked with Erin for a few months now, and she continues to impress me. She's professional, knowledgeable, and incredibly responsive — even outside typical business hours. Erin is flexible, understanding, and goes out of her way to make things easy, even with my hectic schedule. I trust her completely and have already referred others who feel the same. If you need financial help, Erin is the one to call.

Ready to Elevate Your Financial Strategy?

Schedule a consultation with our team and discover how we can help you achieve your financial goals.


Schedule a Consultation