. -->

Our DIfference

At Ascend Financial, we believe that the most important aspect of what we do is taking the time to get to know you and understand what really matters to you.  Your unique story.

We will get into the numbers, but FIRST we need to understand the context in which we will develop your unique Financial Life and Legacy Plan.

  • Where you've been. What experiences shaped you? How did you get where you are today?
  • Where you are. What are your current opportunities and challenges?
  • Where you're going. Upcoming transitions? Dreams and possibilities?

The foundation of our work with clients is based on our mission of “intention” and "purpose".  It’s the core mission of our company, driving every decision and action, and providing the foundation for how we approach our clients and our work.

Dietrich Bonhoeffer: "If Jesus returns tomorrow, then tomorrow I'll rest from my labor. But today I have work to do."

Likewise, we take an intentional approach to helping you realize the full potential of your wealth.  We believe that your wealth should be managed like a well-run business. And every successful business must define their "Why?".

Using your unique "Why?" as the foundation, we lay out a strategic plan to achieve your goals, and empower each and every decision with intention and purpose.

Our approach empowers our clients to:
  • Understand your vision for the future
  • Build a strategic financial plan to meet your goals
  • Integrate your assets with a tax smart giving strategy
And because your goals and intentions may change over time, our approach and team is dynamic. We adapt your strategy to your evolving life plans.