Get in the Best
Financial Shape of Your Life!

Professional Advice to Empower
Your Full Financial Potential

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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 monthly payments to keep you in the best financial shape of your life. Regardless of whether it is a retirement decision, college choice, or purchase of a home, the financial planning process helps you make the appropriate decisions to realize your dreams and enhance your probability of success.

At Ascend Financial Planning, our objective is to focus on you — not just your money — by developing a highly customized, holistic financial plan for all the areas of your financial life based on your unique values, goals, and vision.

Together, we will assess your current financial situation, address the biggest areas of concern, and provide an easy-to-follow plan of action that addresses your short and long term goals. The planning process helps you stay on track by being more mindful about everyday financial decisions, resulting in greater sense of control about your financial future.

Why We’re Different: Affordable Flat Monthly Fees

No Management Fees

We don’t charge management fees and our interests align with yours.

No Hard Sells

We won’t sell you financial products because you are our only priority.

Flat Monthly Retainer

Build a real relationship with Laura with no need to worry about being billed every time you call.

4 Steps to Prepare for a
Comfortable Retirement

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It's Time to Achieve Your Full Potential

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Your success is my priority.