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 based on your asset levels can be costly. At Ascend Financial Planning, the goal is to save you money by charging an initial fee of $1,500 and convenient monthly installments of $200* thereafter. 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, we will act as your accountability partner with ongoing support and monitoring of these plans via “financial check-ups” to ensure you reach your life goals.
*Monthly fees may be higher and will depend on the complexity of your plan, but we will give you a quote after your initial consultation based on your unique situation.
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.