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The Ascent
◊ A structured financial planning track for those actively building toward long-term financial independence
◊ Focused on aligning income, investments, tax strategy, and risk management through key life transitions
◊ For clients with $250k–$1M in assets under our care, often in peak earning years, juggling growth, family needs, and future planning
First Meeting Essentials
This stage of planning is about building upward - turning growing income and assets into intentional progress. It’s more than just saving. It's about aligning every dollar with your priorities, risks, and goals for the future.
To make the most of our work together, we’ll want a clear view of your financial landscape: earnings, savings, benefits, goals, and challenges. The more you share, the more we can tailor a plan that helps you climb with purpose and avoid costly missteps along the way.
Investments
Employer Plans, IRAs, Brokerage and Joint Accounts, CDs, Money Market Savings
Insurance
Life, Long-Term Care, Disability, Home, Auto, Agent Contact
Estate Documents
Trust, Wills, Powers of Attorney, Legal Advisor Contact
Debts
Mortgage, Student Loans, Credit Cards, Personal Loans
Tax Returns
Most Recent Tax Returns, Tax Advisor Team Contact