It’s as easy as 1-2-3
1. Fill out the Confidential Client Questionnaire and Risk Questionnaire.
2. Contact Laura to schedule an appointment.
3. Meet with Laura for your complimentary Get Acquainted Meeting.

Ascend Financial Planning
Office: 803.331.3721
Fax: 803.732.2822
Email: Info@ascendfinancialplanning.com




