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Building Financial Success
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Our MissionWelcome to Ascend Financial Planning, LLC. Our mission is to provide financial peace of mind to our clients by developing a comprehensive financial blueprint that meets their short term goals and future dreams. Our approach is a unique and growing trend in the financial planning arena in that we provide Hourly, As-Needed financial advice to people from all walks of life. Please take the time to explore our site to learn more about our services and how the financial planning process can improve your well-being. Financial planning can provide peace of mind about your futureFinancial pressures can seem overwhelming. That is why a thorough financial plan can put things into perspective and help put your mind at ease. You are not alone if you ask yourself, “Will I be able afford college education for the kids?” or “Am I saving enough for a comfortable retirement?” At Ascend Financial Planning, LLC, our goal is to deliver a comprehensive financial plan that optimizes major areas of concern---risk management, retirement funding, education planning, investment analysis, and estate planning--- to meet your unique needs and goals. We achieve this by working for YOU and putting your best interests first. Hourly, As-needed planningFinancial planners can be compensated in different ways. Most commonly, advisors are paid based on the commissions they charge to buy and sell investment products. This approach may lead to bias for recommending products based on the commission paid to the advisor. Another method of compensation is to pay an advisor a percentage of assets managed. This approach can lead to advisors trying to keep as much of your money under their management as possible. At Ascend Financial Planning, LLC we distinguish ourselves from other financial planning practitioners in that we don’t receive any compensation or commissions from the recommendation or sale of financial products. Our approach is to charge hourly for planning advice and investment selection. We are compensated solely by you for the consultative services we provide based on an hourly rate. We select the appropriate products based on your specific situation and deliver an easy to understand plan with actionable steps. This plan is tailored to you to help you achieve your specific life's goals and is based on your attitude towards risk and your desired time frame. Our hourly compensation model is similar to that of a lawyer or an accountant and we believe it minimizes potential conflicts of interest, and can be very cost effective in the long run. To learn more about how to engage in the financial planning process with Ascend schedule a complimentary get acquainted meeting by contacting us today and we will show you how to build financial success one step at a time.
Call today to schedule a complimentary initial consultation and
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