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Financial planning for women, their families, and the lives they want to live.

We Believe:

​Wealth should create freedom.

Money should expand your choices, not consume your attention.

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Understanding creates confidence.

You'll always know why we're recommending something and how it fits into your life.

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Planning should feel personal.

No two lives are the same. Your financial strategy shouldn't be either.

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Simplicity is powerful.

The best plans are often the ones you can understand, stick with, and trust over decades.

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Every client deserves a true partner.

We're here for life's decisions, not just investment decisions.

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More women with wealth changes families and communities.

Helping women build confidence with money creates ripple effects that extend far beyond a portfolio.

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Our Principal Advisors

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Susan Geist, EA, PMP, Financial Advisor

Susan is an Enrolled Agent, Financial Advisor, and co-founder of Rising Femme Wealth. Based in Austin, Texas, she brings an analytical mind and a practical, detail-oriented approach to financial planning, drawing on her background in mathematics and project management.

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After being denied the work flexibility she wanted as a new mom, Susan started building wealth through investing and real estate. In 2022, she reached financial independence and left her W-2 career, giving her the freedom to choose what came next.

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Today, Susan is especially passionate about tax strategy and helping clients understand how the financial decisions can create more options for the future. 

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When she's not talking about taxes or investing, Susan loves to travel. She's visited all 50 states and more than 30 countries - and believes that building wealth is ultimately about having the freedom to do more of the things that make life meaningful.

Caitlin Muldoon, CFP®, Financial Advisor

Caitlin is a CERTIFIED FINANCIAL PLANNER™ professional, co-founder, and Principal Advisor of Rising Femme Wealth. Based in Crested Butte, Colorado, she brings a practical, goal-oriented approach to financial planning shaped by her background in technology, consulting, and real estate investing.

 

Before entering financial planning, Caitlin spent more than a decade in technology and solutions consulting, developing a career centered on complex problem-solving, and helping clients navigate major decisions. Alongside this career, she was also building a multi-million-dollar real estate investment portfolio and achieved financial independence and early retirement before 40. 

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Caitlin brings an education-first philosophy to her work with clients, translating complex financial concepts into clear, actionable strategies. She believes financial planning is not a prospectus or a spreadsheet. It should account for the full picture, beyond a client's investment portfolio, and an effective advisor relationship is built around ongoing, approachable advice, thoughtful questions, and informed decision-making.​

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