Ascend Financial Planning
Ascend Financial Planning LLC is a financial planning
and South Carolina Registered Investment Advisory firm located in
Columbia only minutes away from Hwy 26 and Lake Murray Blvd. What makes
Ascend Financial unique is that we give highly personalized service and
charge on an hourly, as needed basis and do not take assets under
management. We do, however, provide you with easy to execute plans that
serve as the foundation for your important life goals. In addition, we
offer ongoing support and monitoring of these plans via
“financial checkups” to enhance the probability of success.
This flexible and personalized approach provides our clients with
improved peace of mind about their financial future.
The financial planning process produces a blueprint
that provides assurance that the client’s needs are being
optimized in the following areas for all of life’s stages:
- Protection for unexpected
or catastrophic events
- Ongoing and short term cash flow needs
- Investing for the future/retirement
and education planning
- Post retirement capital preservation/
custodial needs
- Legacy building through
adequate
estate planning
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About Laura Scharr-Bykowsky, CFP®
Laura is a CERTIFIED FINANCIAL PLANNER™ with over ten years experience in the corporate world with
RJR-Nabisco Brands, Brown Forman-Lenox, and
Music Choice (a division of Time Warner) where she helped manage
multi-million dollar modernization projects, conducted companywide
profit improvement seminars, provided strategic direction for national
new product launches and managed sales and marketing programs to
deliver budgetary goals.
Her formal education includes:
- BS in Chemical Engineering
from Lehigh University
- MBA from Rutgers University
Graduate
School of Management
- CFP® certification program in
Personal Financial Planning,
USC Moore School of Business;
Most Outstanding Student Award
- Passed the rigorous 2-day,
10-hour CFP® certification examination
- Awarded the CFP® designation in 2008
Laura is a member of the Financial Planning Association
and the National Association of Personal Financial Advisors as well as
a member of the Garrett Planning Network™. She is happily married
to her husband Michael since 1990. They live on the lake in Columbia,
South Carolina with their teenage son. Laura enjoys attending her
son’s soccer games, reading, walking, pilates, boating, yoga,
cooking and hiking in her spare time.
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