Professional financial advisor in consultation

Caribbean-to-U.S. Financial Access, Done For You.

We help Caribbean professionals, entrepreneurs, business owners, and high-intent clients legally build a credible U.S. financial footprint without requiring U.S. citizenship.

  • Premium Done-For-You (DFY) experience
  • Sequencing, documentation packaging, and execution support
  • Reduce stress and errors at every step

Our Tiered Programs

Starter

Essential setup and foundational support

Builder

Enhanced guidance and documentation support

Elite

Comprehensive support with strategic guidance

Black (Concierge)

White-glove service and exclusive support

Who We Serve

We specialize in serving Caribbean professionals, entrepreneurs, business owners, and high-intent clients who are looking to build a credible presence in the U.S. financial system.

Entrepreneurs

Building businesses across borders

Business Owners

Expanding to U.S. markets

Professionals

Seeking U.S. financial credentials

What We Do

As the first Caribbean-to-U.S. financial access firm and Caribbean-focused international subsidiary of RIZE Financial Group, we provide a premium Done-For-You (DFY) experience that handles the complexities of building your credible U.S. financial footprint.

Expert Guidance

Strategic planning and structured roadmaps

Done-For-You Service

We handle sequencing, documentation, and execution

Stress Reduction

Minimize errors and complexity throughout

Core Outcomes & Services

We provide comprehensive financial access solutions tailored to your specific needs.

U.S. Business Setup

Entity formation, structuring roadmap, credibility footprint plan.

U.S. Banking Readiness

Bank-ready file organization, onboarding preparation, business banking alignment.

Funding Readiness & Capital Strategy

Readiness audit, gap analysis, capital roadmap, funding-ready file packaging, business credit guidance.

Personal Funding Pathways

Credit-building pathway strategy and readiness packets.

Programs & Packages

Choose the tier that best fits your financial goals and support needs.

Starter

Essential foundation

Basic U.S. Business Setup
Document Organization
Email Support
Initial Consultation

Builder

Enhanced support

U.S. Business Setup & Structuring
Banking Readiness Prep
Phone & Email Support
Monthly Check-ins

Elite

Comprehensive strategy

All Builder Services
Funding Readiness Audit
Capital Roadmap
Quarterly Strategy Sessions
Premium

Black

White-glove concierge

All Elite Services
Dedicated Account Manager
Priority Support (24-48 hrs)
Custom Strategy & Execution

Not sure which tier is right for you?

Book Your Financial Readiness Interview

The first step to building your credible U.S. financial footprint. During this interview, we'll assess your situation, discuss your goals, and create a personalized roadmap for your funding readiness and capital strategy.

Take the Next Step

Your journey to a credible U.S. financial footprint starts with a conversation. Book your Financial Readiness Interview today and experience our premium Done-For-You (DFY) experience. Let us reduce your stress and eliminate errors every step of the way.

Available for calls, WhatsApp, and email. We're here to support your financial goals.