Let’s Remove the Hurdles From Your Financial Climb
The Ascent Financial Group planning process is built to give us a deep and meaningful understanding of you, your goals, and your finances. Whether you are planning for a second home, a new adventure, or retirement, we can help you make smart choices — and work toward getting there faster.
Learn How to Get Started
GETTING TO KNOW YOU
Some of the best things in life begin with a human-to-human connection. That is why the first thing we do is schedule a personal conversation.
Reserve a time to discuss your goals, concerns, and see if it's a fit.
UNDERSTANDING YOUR FINANCIAL NEEDS
Solid financial plans begin with setting the right goals. Are you planning to educate your children, retire, launch a business, care for an aging loved one, buy a rental property, or rebuild your finances after a divorce? Every major life decision comes with rewards, challenges — and planning opportunities. Let our team guide the way.
GATHERING YOUR FINANCIAL INFORMATION
Financial facts form the foundation of a solid plan. But if you are like most people, your financial life may not be in perfect order. That might mean dusty folders, forgotten passwords, missing account statements, perhaps even an orphaned 401(k) account or two. This is why we help you get organized first. Together, we will gather all the details to help ensure that the plan considers every relevant goal, timeline, and resource.
PUTTING IT ALL TOGETHER
Once we have all the important details, our team of experienced financial planners, investment professionals, and researchers can get to work! The goal is to craft a financial plan and a portfolio that’s personal, comprehensive — and agile enough to handle future surprises.
DOING THE WORK
The true value of any plan is in its disciplined execution. Whether you need a tax reduction strategy, a rebalanced portfolio, or help creating a family budget, we begin by defining specific next steps based on urgency and priority. Our goal is to capture time-sensitive opportunities — and to help you make steady progress toward getting your financial life in order
Interested in working together?
Throughout the process, there will never be a hard-sell or pressure to say yes. We acknowledge that we are not going to be the best fit for everyone, and if you decide that’s the case, we will wish you the best and point you to a resource that is better-suited to your needs.
