Fee-Only Financial Planning Services in Columbia, South Carolina

Worry Less. Live More!

Saving for a new home, retirement or college while still meeting short term spending needs?  An easy-to-follow plan will help you prioritize life goals.

Customized Retirement Planning

A plan focusing on your dreams and goals will help you live the retirement you’ve dreamed of and improve the odds that you won’t outlive your money.

Your Columbia Financial Advisor

wltx-front

Educating yourself on basic financial principles leads to greater awareness and understanding of how you can take action to improve your financial life.

Improve the Health of Your Wealth…

…with Fee-Only Financial Planning Services in Columbia, South Carolina

Just like your family doctor helps you stay healthy and prevent illness, a financial planner can help you stay financially fit and improve the quality of your financial decisions.

Get a Personal Financial Prescription You Can Trust

At Ascend Financial Planning, we focus on developing a holistic financial plan based on your unique values, goals, and vision.  The plan aids your current behavior regarding money and helps you stay on track by being more conscientious about everyday financial decisions.  The result is greater peace of mind about your financial future.

Get Confidence in Your Financial Health Before Making Big Decisions

You have big goals for your future, your family, and your business.  Ascend Financial Planning can help you get there by offering fee-only financial planning advice with convenient month payments to keep you in the best financial shape of your life.  Regardless of whether if is a retirement decision, college choice, or purchase of a home, the financial planning process helps you make the appropriate decision to realize your dreams and enhance your probability of success.

No account minimums, no conflicts of interest, and no commissions.

Identify the Symptoms of Potential Future Financial Problems

At Ascend Financial Planning, the most important part of our plan is you. Whether you’re a first-time, experienced, or do-it-yourself investor, the planning process will diagnose your current financial situation, address the biggest areas of concern, and prescribe an easy-to-follow plan of action that addresses your short and long term goals.  This flexible, affordable approach focuses on helping you achieve your dreams.

Schedule Your Free Get-Acquainted Meeting

Contact Ascend Financial Planning today for your Free, no-obligation consultation with a fee-only financial advisor today.

We are also available for video conference meetings via Join.me.

Personal, objective, financial planning and investment advice.