Financial Planning

Just as the markets evolve over time, so do our planning strategies and financial needs. At Ascendant Wealth Management, we believe that when it comes to creating a financial plan, it’s crucial to do so in a way that protects your needs now and that plans for the future.

While everyone has their own definition of financial planning, we view it as a process to help you clarify and refine your goals, develop a step-by-step plan for working toward those goals, and tracking your progress over time. Our team has the knowledge, experience, and training to provide advanced financial planning services, helping you balance your needs today with your dreams for the future.

A Dynamic Planning Tool

Through our financial planning process, our goal is to help our clients consolidate all of their financial information into one place and feel confident in their financial plan. Using eMoney, a dynamic wealth management tool, we have the ability to show you real-time financial planning and interactive scenarios of various financial outcomes, depending on how you choose to invest or what goals you want to achieve.

Through its user-friendly system, you can organize your financial documents, clearly see your accounts and investments, and store your important documents (such as wills and trusts) in a secure online vault.

By using eMoney, we can help you better understand how your strategies work for you and what opportunities are available to you so you can make informed financial decisions. As you chart your financial course, we serve as a reliable resource for unbiased recommendations and personalized guidance.