Rise Up Planning

03/23/2026

Come Join Us!

11/11/2025

November was first declared as Military Family Month in 1996. Since then, November has been a time to acknowledge the tremendous sacrifices our military families make; they embody strength, resilience, and courage.

10/24/2025

Inheritance can be heavy as you are mourning your loved one.

At the same time, an inheritance can be a financial lift—but it can feel overwhelming.
👉 58% of adults expect inflation to impact their inheritance.
👉 Nearly twice as many women feel unsure about managing their inheritance.

A strategy today can reduce stress tomorrow! Book a complimentary consultation with us using the link in my bio or by clicking here: https://app.riseupplanning.com/book-a-call-page

10/17/2025

The Great Wealth Transfer is Coming… Are You Ready?

💡 Are you expecting an inheritance in the next 5 years?
15% of Americans do! Planning ahead can help you manage it with confidence and ease.

Helping women with their money so they worry less.

Schedule your complimentary call with CERTIFIED FINANCIAL PLANNER™ Michelle Martinez at Rise Up Planning.
https://app.riseupplanning.com/book-a-call-page

04/28/2025

Please join me for a free Wealth Building Seminar as I speak on a panel this Wednesday! RSVP here: https://www.riseupplanning.com/events

08/08/2024

You are cordially invited to Cornerstone Insurance and Financial’s Captive Night, where we’re rolling out the red carpet to celebrate our new Captive Programs!

Join us on September 17, 2024, from 5 PM to 7 PM at our office located at 35 Lindberg Dr., Suite 111, Gypsum, CO 81637. Enjoy an evening filled with fine wine, passed hors d’oeuvres, and the opportunity to discover how you can save and potentially earn a return on your business insurance premium.

Attire for the evening is Mountain Cocktail, so come ready to impress!

07/23/2024

Talking about money can feel uncomfortable sometimes, but as this article says: "Conversations around our finances help normalize the topic, motivate us to save, and make complex situations less confusing...."

A joint study from Investopedia and REAL SIMPLE found women need more wealth-building guidance and shame-free support, even within friendships. The 2024 Her Money Mindset Survey polled U.S. women to learn how they are thinking about, talking about, and engaging with money.

07/16/2024

Ladies, let's talk retirement and investing whether it's 20 years away or 2 months from now!

07/16/2024

I’m passionate about empowering women when it comes to their financial security and freedom. I feel a special calling in terms of utilizing my expertise for good. Helping women take care of themselves monetarily is the best way I can do that. Please reach out to find out how I can help you.💝

07/04/2024

So thankful to be an American and for the United States of America. Happy Independence Day! How are you celebrating the 4th of July?🎆