Co-Pilot
Ongoing planning and accountability, season by season. You handle the investments.
Sound familiar?
The plan went in a drawer
You did the planning once. Then the business got busy and the checklist stopped moving.
Your pros never compare notes
Your CPA, attorney, and insurance agent each see one piece. Nobody works from the same picture.
You want to run your own money
You like your brokerage and you place your own trades. You want a second set of eyes and someone to keep you on schedule.
Co-Pilot keeps your plan current and your next steps moving. We make suggestions and you make choices.
What we cover
Orientation Flight Plan
A short setup when you join: net worth snapshot, cash check, account structure, and early risk flags.
Seasonal Updates
A check-in every quarter on that season’s topics, with a written update and your next steps. See the seasonal calendar
Goals and priorities
Revisited as your life and your business change, so the plan reflects today.
Cash flow and runway
Income, spending, cash reserves, and which debts to pay down first.
Your business (owners)
Exit timing, owner benefit plans, and how company decisions land on your personal plan.
Investment check-ins
Your current mix against a target mix, reviewed with you. You place the trades.
Financial independence
Where you stand on your goal, and the levers you control: work longer, save more, or spend less.
Taxes
Year-end and Roth questions organized for your CPA before any decision is made.
Insurance and risk
Coverage reviewed on a rotating basis, with questions to take to your insurance professional.
Estate documents
Beneficiaries, titling, and documents checked, with questions to take to your attorney.
Your professional team
With your OK, we organize questions for your CPA, attorney, and insurance professional and join the call.
Your plan of action
Every next step in order, with who owns it and when.
Co-Pilot is an ongoing financial planning and accountability service. It does not include discretionary investment management, trade execution, or ongoing discretionary portfolio monitoring. You implement recommendations and place your own trades, and Skyrise does not take custody of your assets. Co-Pilot and AutoPilot are separate services and are not combined. It is not legal, tax, accounting, or insurance advice. Business values discussed are informal advisor estimates for planning discussion only, not appraisals. Any What If figures are arithmetic illustrations using your current numbers; they are not predictions or guarantees. Past performance does not guarantee future results. Skyrise Financial is a Colorado-registered investment adviser. Form ADV Part 2A and Privacy Policy are linked below.
How it works
01
Orientation
You join the season underway and start with a short Orientation Flight Plan. A full Financial Flight Plan beforehand is optional.
02
Seasons
Each quarter we cover that season’s topics, update the plan, and bring in your CPA or attorney when you want that.
03
Decisions
We make suggestions and you make choices, then we keep the list moving. Want us to manage the investments too? See AutoPilot.
About 30 minutes. Assessment only. No prep.