Mission & Vision

Mission: Deepen relationships between business owners and their most trusted advisor.

Vision: We envision a world in which all business owners get quality financial advice.

Core Values

• Say the thing you think you cannot say – builds trust
• Assume Positive Intent – us vs. the problem, not vs. each other
• Cultivate Curiosity – ensures growth, strong opinions loosely held
• Best-self Meritocracy – do what it takes to show up ready to perform

Loom Overview

🎬 RISR May 2025 Stakeholder Update

https://www.loom.com/share/a77b46af8c8446e9a714860d19b574c5

Founder Brief

💡 “Someone is sitting under the shade of a tree because someone planted a tree long ago”

This Warren Buffet line kept ringing in my head over the last 30 days as there was a ton of work on long-term partnerships and enterprise deal meetings to move the ball down the field. Not necessarily things that will pay off immediately, but certainly work that RISR of 12, 24, and even 36 months from now will be grateful for.

To that end, three key partnership updates:

We officially kicked off our collaboration with Ernst & Young this month. We’ve got a six week project plan to get through diligence and get formal committee sign off, and from there we will be off to the races. They are “investing” time and resources in us to do model validation (something they typically charge high six figures, low seven figures for); and we will enter a commercial deal with them whereby they recommend and implement our platform as part of their consulting in the wealth management space. This is a dream partnership for many reasons.

• Credibility — the model validation will be a huge credibility boost in the market