I’m Chris Capellan
Introduction
Root & Rise Planning
Mission
Empowering underserved communities to build financial clarity, stability, and growth.
Vision
A world where everyone has access to equitable financial opportunities.
Financial Coaching
Personalized guidance helping clients understand finances, build budgets, reduce debt, improve credit, and develop sustainable habits for long-term financial confidence and stability.
Educational Workshops
Interactive sessions teaching budgeting, debt management, credit building, and financial planning through relatable, practical examples that empower participants.
Content Development
Creating accessible financial literacy materials, curricula, and digital content that simplify complex topics, helping organizations educate communities with clarity.
Planning Guidance
Support clients making informed decisions around savings, life transitions, major purchases, and early wealth-building strategies without product sales.
Financial Clarity
We provide practical financial guidance rooted in real-life experiences, helping individuals and families gain clarity, build stability, and confidently take control of their financial futures.
Real Growth
Our approach focuses on sustainable financial growth, empowering clients to move beyond survival mode and build long-term wealth through informed, intentional, and realistic decisions.
What is The Process Like?
We start with understanding your situation, create a personalized plan, build habits, track progress, and adjust strategies to support long-term financial growth.
What is financial coaching?
Financial coaching helps you understand your money, build better habits, and create a clear plan without selling financial products or investments.
Who is this for?
Anyone looking for practical financial guidance, especially individuals underserved by traditional systems or seeking clarity and structure in their finances.
Do you offer investment advice?
No, we focus on education, planning, and behavior—not investment management or product recommendations.
How long does coaching last?
It varies by client needs, but most work with us for several months to build lasting financial habits and strategies.
Are sessions virtual?
Yes, all coaching sessions and workshops are conducted online for accessibility and convenience.
Pricing Packages
Starter Plan
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A focused session designed to assess your current financial situation, identify challenges, and provide clear, actionable steps to help you move forward confidently.
$150
Growth Plan
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Includes multiple sessions for deeper support, helping you build systems, improve habits, and stay accountable while working toward your financial goals.
$450
Wealth Plan
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Comprehensive coaching package offering ongoing guidance, strategic planning, and consistent support to help you build long-term stability and early-stage wealth confidently.
$900
About Us
Root & Rise Planning is a financial coaching and education practice dedicated to helping individuals and families build clarity, stability, and long-term wealth. We focus on practical, real-life financial guidance that reflects lived experiences and systemic realities. Our work supports those often underserved by traditional financial systems, providing accessible tools, personalized coaching, and meaningful education. We believe financial growth is not just about numbers—it’s about habits, confidence, and creating sustainable pathways toward a more secure and empowered future.
Testimonials
“Working with Root & Rise completely changed how I view money, helping me build confidence, reduce debt, and finally feel in control.”
“The coaching was practical, relatable, and empowering. I learned skills I actually use daily to manage finances and plan for future goals.”
“They truly understand real-life challenges. I felt supported, not judged, and now have a clear path toward financial stability and growth.”