Our Approach

Welcome to Ascent Financial Partners. We understand that many people may feel overwhelmed or frustrated with the many financial decisions they face while trying to enjoy the lives they’ve worked so hard for. Our passion is to help clients by simplifying their financial lives in order to make smart and emotionally clear financial decisions through our holistic on-going financial planning process. It’s our belief that this process can help clients feel more confident and give them more peace of mind.

Because we work as a team, our practice offers depth and diversity in our combined skill set and experience. We believe you will enjoy the personalized service and one-on-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our goal is to help you understand and feel comfortable with the guidance and strategies you receive from our team.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Who we help

The Around-the-Corner Retiree –They are unsure if they’ve saved enough and worry about running out of money in retirement. They are looking for direction and peace of mind as they plan for the next stage of their lives.

The Diligent Saver– They’ve done great, but now they have multiple accounts and are unsure if they have everything invested in alignment with their goals. They are seeking consolidation, clarity, and simplification of their finances with a strategic plan.

The Power Couple– Executives and successful small business owners with situations too complex for self-management. They are pursuing help to coordinate their finances through a collaborative approach, empowering them to pursue financial success.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)