# Skyrise Financial
> Fee-only fiduciary wealth management and financial planning for business owners and people whose wealth came from a business. Based in Castle Rock, Colorado; serving the Denver and Fort Collins / Northern Colorado area.

Skyrise Financial is a Registered Investment Advisor (RIA). Advice is fiduciary and fee-only (no commissions). Founder: Brad Garland (operator who sold a business). Fee schedules are not published as percentages or dollar amounts on this site; see Form ADV for disclosures.

## Core pages
- [Home](https://www.skyrisefinancial.com/): Positioning and overview
- [Services](https://www.skyrisefinancial.com/services): Flight Plan, Co-Pilot, AutoPilot
- [Financial Flight Plan](https://www.skyrisefinancial.com/flightplan): One-time flat-fee written plan and checklist
- [Approach](https://www.skyrisefinancial.com/approach): How we work together
- [About](https://www.skyrisefinancial.com/about): Firm and founder
- [Fit Call](https://www.skyrisefinancial.com/fit-call): 30-minute assessment (not an advisory engagement)
- [Contact](https://www.skyrisefinancial.com/help): Fit Call or short contact form
- [Resources](https://www.skyrisefinancial.com/resources): Scorecard, checklist, Ground School newsletter

## Offers (summary)
- Financial Flight Plan: One-time planning only; client implements (or continues with ongoing engagement)
- Co-Pilot: Ongoing planning and accountability; client handles investments
- AutoPilot: Ongoing planning plus investment management (Co-Pilot and AutoPilot are not combined)

## How to engage
- Book a Fit Call: https://www.skyrisefinancial.com/fit-call
- Ground School newsletter (Beehiiv embed on Resources)

## Compliance
- Form ADV Part 2 (PDF): https://drive.google.com/file/d/1Mi9fgvTkgNyQg3DUy7eYV9PTyJBadv1u/view
- Privacy Policy (PDF): https://drive.google.com/file/d/1au-NOQ4e55ARDamcg_oAHn63MAaVrsNY/view
- Fit Call is an assessment only; site content is general information, not personalized advice

## Optional
- Owner to Investor Scorecard: https://www.skyrisefinancial.com/owner-investor-scorecard
- Owner Money Checklist: https://www.skyrisefinancial.com/owner-money-checklist