Our Process

Getting Started with Ascent

We will help bring clarity to your financial life by helping get your financial house in order. We help you to follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress while pursuing them.
A quick breakdown of the planning process

You can also expect us to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

Click to Talk with Ascent

Step 1) Introduction

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:

Schedule a Call

Step 2) 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.

Step 3) Gathering Financial Info

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.

Step 4) Making a Plan

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.

Step 5) Ongoing Assistance & Implementation

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.