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.
Understanding creates confidence.
You'll always know why we're recommending something and how it fits into your life.
Planning should feel personal.
No two lives are the same. Your financial strategy shouldn't be either.
Simplicity is powerful.
The best plans are often the ones you can understand, stick with, and trust over decades.
Every client deserves a true partner.
We're here for life's decisions, not just investment decisions.
More women with wealth changes families and communities.
Helping women build confidence with money creates ripple effects that extend far beyond a portfolio.
Our Principal Advisors
Susan Geist, EA, PMP, Financial Advisor
Susan is an Enrolled Agent, Financial Advisor, and co-founder of Rising Femme Wealth. With a background in mathematics and project management, she brings an analytical mind and a practical, detail-oriented approach to financial planning.
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.
Today, Susan is especially passionate about tax strategy and helping clients understand how the financial decisions can create more options for the future.
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®
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. These experiences shaped her practical, goal-oriented approach to financial planning.
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.
Caitlin is a CERTIFIED FINANCIAL PLANNER™ professional, and is a Co-Founder and Principal Advisor of Rising Femme Wealth.
