Chris Capellan

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Guided by real life, focused on sustainable financial growth always.

Our Story

Root & Rise Planning was created to bridge the gap between traditional financial systems and the real-life experiences of everyday people. Too often, financial advice overlooks the challenges individuals face due to systemic barriers, cultural differences, and personal circumstances. This practice was built to change that. By focusing on education, coaching, and practical strategies, we provide support that feels relevant and accessible. Our goal is to create a space where people feel seen, understood, and empowered to take control of their financial futures. We believe growth starts with clarity, and everyone deserves the opportunity to build lasting financial stability.

Our Values & Beliefs

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Financial Equity

We believe everyone deserves access to financial education and support, regardless of background, income level, or systemic barriers they may face.

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Real Life

We center lived experiences, recognizing that financial decisions are shaped by culture, family, and real-world challenges beyond numbers alone.

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Sustainable Growth

We prioritize long-term financial stability through practical strategies, habit-building, and realistic planning rather than quick fixes or short-term solutions.

Our Approach

Our approach combines practical financial education with personalized coaching, rooted in real-life experiences. We focus on building clarity, improving habits, and creating sustainable strategies. By addressing both numbers and behaviors, we help clients make informed decisions, overcome challenges, and confidently work toward long-term financial stability and meaningful growth.

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