Professional Advice on Your Financial Health, When You Need It
Ascend Financial Planning, LLC is a financial planning and South Carolina Registered Investment Advisory firm located in Columbia, South Carolina in Lexington County. The mission of the firm is to help single investors, families, retirees, professionals, executives and small business owners cost-effectively plan for their financial future.
Transparent Services, Pricing & Fees
Paying for financial planning on an hourly basis is a unique approach and very cost effective. It allows for highly personalized and customized service. Although Ascend Financial Planning, LLC does not take your assets under management, you are provided with detailed, easy-to-execute plans that serve as the foundation for your important life goals.
In addition, ongoing support and monitoring of these plans via “financial checkups” is encouraged to enhance your probability of success.
The result? This flexible and personalized approach provides you the peace of mind you are looking for when considering your financial future.
Your Trusted Partner in Navigating Life’s Important Financial Decisions
Ascend Financial Planning, LLC understands how market volatility and uncertainty can fuel emotions and behavior that undermine your long-term financial performance. Our principal, Laura Scharr-Bykowsky, strives to keep you focused and calm in periods of market distress. Ongoing financial check–ups enable her to better understand your attitudes and concerns about financial markets and rebalance your portfolio to maintain your customized target allocation. Research shows that periodic, strategic rebalancing improves long-run returns.
The goal is not to control your money, it is to give you the information and services that will allow you to gain control over your financial future.