Rise Above Finance

Rise Above Finance Wealth Beyond Riches — Your financial family doctor. Helping you steward what matters most. Proudly serving Alberta, British Columbia & Ontario.

Book a free consultation today! https://www.riseabovefinance.com/free-call Money can feel overwhelming — too many choices, too much jargon, too little clarity. That’s why we've built a different kind of financial planning firm. Think of us as the family doctor for your finances: we look at your whole financial picture, diagnose issues early, prescribe practical solutions, and stay with you through

every stage of life. Our vision is to see people live with margin and abundance, not stress and uncertainty — to steward their resources with wisdom, purpose, and the freedom to give generously. Book a free consultation here:
https://www.riseabovefinance.com/free-call

We're proud to announce the launch of WealthMatch, a revolutionary way that's changing the dating game forever.WealthMat...
04/01/2026

We're proud to announce the launch of WealthMatch, a revolutionary way that's changing the dating game forever.

WealthMatch is a matching platform for financially vetted singles - paired by net worth, spending behaviour, debt profile, and portfolio compatibility.

At Rise Above Finance, we've spent years helping founders and business owners make better financial decisions and solve their concerns..

But there was one problem that kept coming up: financially incompatible partners.

Studies show money is the #1 source of conflict in relationships, and yet there has to be a clear solution.

You'll check someone's LinkedIn profiles before a coffee meeting, but you won't ask about their debt-to-income ratio before a second date?? 🤔

We think that's a gap in the market.

Love is great and all, but aligned financial behaviour is quite underrated.

And so we built a proprietary 4-question assessment to calculate your Financial Dateability Score™.

Link in Bio. In less than a minute you'll see magic at work. The website actually works 😌

(Results may change your life. Or at least your standards.)

03/23/2026

“I used to think insurance was a scam" was what Annie believed.. the topic felt unnecessary, and she was fed up with sleazy salespeople.

But one day she wondered:

If something bad happened to her, would she be okay? Would her family be okay?

It became personable.

But who to trust? What questions to ask? And that was the beginning of when we started the conversation together.

Do you actually know what you’re covered for?

Part 3 - Annie’s story

Shared with Permission: .annielo x

03/21/2026

“How did you already think about your life like that?”

Annie didn’t have it all figured out.. she just started asking better questions.

What do I want at 30? What would it take to get there?

Money stopped being the goal. It became the tool instead; to build, and to protect, the life she wanted.

Are you building… or just going with the flow?

Part 2 — Annie’s story

Shared with Permission: .annielo x.

03/19/2026

If that accident was me, what would I regret not doing?

Annie had the “right” path already working at a law firm along with her side businesses.

Then one day in traffic… that question hit.

The answer became an inflection point led Annie to take a risk to try something new with no regrets.

And she hasn't stopped looking back since.

What’s something that you’d regret not trying?

Part 1 -- Annie’s story

Shared with Permission: .annielo x

🐎 The Year of the Horse reminds us that progress requires courage and momentum requires discipline.As we step into 2026,...
02/18/2026

🐎 The Year of the Horse reminds us that progress requires courage and momentum requires discipline.

As we step into 2026, may you move forward with clarity, confidence, and intentional stewardship.

True wealth isn’t rushed, but is built step-by-step in line with God's calling.

新年快樂 🧧
From the Rise Above Finance Team

01/29/2026

Jenn is one of our clients, and her story is probably more familiar than you think.

Most of us are carrying the same questions about money quietly.

She shares why asking questions, breaking the silence, and starting imperfectly changed everything for her.

This isn’t about oversharing.

It’s about building community one honest conversation at a time.

If this resonates, you don’t have to start alone.

Shared with Permission: x

01/27/2026

“God, where do You want me to steward my money?”

Jenn shares how her relationship with money began to change when her relationship with God deepened.

Instead of asking how much is enough, she started asking what is this for.

When faith leads, money falls into its proper place. Not as the goal, but as a tool to serve others and honour God.

Shared with Permission: x

We didn’t learn about money from textbooks.We learned it at home.In our conversations with our client, Jenn, she shared ...
01/23/2026

We didn’t learn about money from textbooks.
We learned it at home.

In our conversations with our client, Jenn, she shared how culture, immigration, and family shaped the way she saw money, long before she ever earned it.

These are 5 lessons many immigrant and first-gen families were never taught.

Not to blame the past, but to help us choose differently.

If this resonates, save this post or share it with someone who grew up the same way.

Break the cycle.
Lead with intention.

01/20/2026

“I have a very different perspective on money compared to my parents.”

Jennifer reflects on growing up Asian-Canadian in an immigrant household where survival, culture, and generation shaped very different relationships with money.

One parent frugal.
One parent wanting small joys.
And a child learning money before learning language for it.

This isn’t about blaming our parents.
It’s about understanding where they came from and deciding how we want to show up in our own marriages, families, and future.

Some cycles are meant to be honored.
Others are meant to end with us.

Shared with Permission: x

01/17/2026

“We were just told to buy one of their products and we’d be good.”

Jennifer shares a frustration we’ve heard over and over again - especially from immigrant families who don’t have access to trusted financial guidance.

Stories like hers are why we started Rise Above Finance. We saw the industry as being broken and believed that people needed a better solution.

We set out to become the advisors we wish our own families had.

Shared with Permission: x

01/15/2026

Most people don’t avoid financial planning because they don’t care... they avoid it because it feels overwhelming.

In this conversation, Jennifer shares what it was like at the start of her financial journey - not knowing where to begin, learning that clarity doesn’t come from having all the answers.

It comes from taking the next step.
One question at a time.
In community, not alone.

This isn’t about getting rich. It’s about taking control of your finances... before they take control of you.

If this sounds like where you’re at, we're here to help!

Shared with Permission: x

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