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Our Process

You have worked hard and with a purpose to accumulate your current wealth. You deserve a detailed planning process that delivers a consistent and high-level client experience each time. Working with a financial planning agreement, we don’t require clients to purchase products or move assets to succeed. Rather, we develop a customized plan tailored to the needs of each client through the following five-step process:

  1. Introduction to Planning Conversation
  2. Engagement
  3. Data Gathering
  4. Benchmark Planning
  5. Final Plan Delivery

We use industry-leading technology to provide our clients with their own personal financial website. With 24/7 access to all financial records and their custom plan, our clients are never left in the dark.

There are no shortcuts to earning your trust. At Ascend Financial Group when it comes to your life savings and future financial well-being, we believe our disciplined process helps minimize uneasiness and maximize the feeling of confidence you deserve.