Our Strategy
Planning & Investment Strategies
We provide personalized, comprehensive financial planning that delivers a clear assessment of your current position (baseline), a strategic pathway to your goals (flight plan), and a defined vision of your ultimate destination (outcome). When life shifts, you’ll have a trusted partner to help you see through the uncertainty, quiet the noise, and help you navigate market turbulence—keeping your ascent steady and on course.
Our investment strategies are time-tested and built for long-term success. We design low-cost, well diversified, and tax-efficient portfolios that align with your values and financial goals. Recognizing that every ascent is unique, we move beyond one-size-fits-all solutions and design core strategies tailored to your goals. From there, our non-core strategies provide you the flexibility to refine and personalize your portfolio based on preferences and intention—an investment strategy seasoned to your taste.
Pricing
Comprehensive Portfolio Management
Planning + Investments
Comprehensive Portfolio Management
What You’ll Receive
- A comprehensive financial plan providing an easy-to-understand flight path aligned to your values and purpose.
- Portfolio and investment strategies tailored to your goals.
- Full-service planning with unlimited access to your advisor.
- Ongoing portfolio management, advice, and support.
- Periodic reviews to ensure your strategy evolves with your long-term vision.
Ideal Clients
- Value a trusted advisor who understands and appreciates their journey.
- Seeks a personalize plan that aligns wealth with purpose and aspiration.
- Prefer professional management of investments.
Pricing
Based on assets under management (AUM). Billed quarterly.
 Our Process for Comprehensive Portfolio Management
Initial Meet-and-Greet
Schedule a complimentary, no-obligation video meeting to explore Ascension Advisors and determine whether we’re the right partner to help you reach your destination. This session ensures our strategies align with your values, priorities, and intention.
Discovery Session
In this deep-dive conversation, we uncover what truly matters to you—your values, priorities, challenges, opportunities, and risk tolerance. With these insights, we craft a personalized financial plan tailored to your vision and goals.
Strategic Flight Plan Meeting
We conduct a collaborative review of your customized plan—ensuring you gain the clarity, flexibility, and confidence needed to move forward. This session provides the visibility, and guidance you need to pursue your goals with intention.
Launch!
With your approval, we put your plan into motion. Our team will guide you through each step, providing the resources and support you’ll need to ensure a smooth and successful onboarding experience.
Initial Ascent
This final onboarding meeting confirms all systems are go as you approach cruising altitude. We’ll wrap up financial housekeeping, provide a tech platform tutorial, and establish clear expectations for ongoing communication.
Cruising Altitude
As your ascent continues, we’ll monitor and fine-tune your plan as needed. Regular check-ins ensure your strategy stays aligned with your values, priorities, and long-term vision. When life changes course, we’re right there with you—helping you adapt and keeping your ascension on course!
Pricing
Flat Fee Financial Planning
Flat Fee Financial Planning
What You’ll Receive
- A comprehensive financial plan providing an easy-to-understand flight path aligned to your values and purpose.
- Portfolio and investment recommendations to implement and managed on your own.
- Fees based on the complexity of your financial situation.
Ideal Clients
- Early and mid-stage accumulators who have a significant portion of their net worth in non-investable assets such as a home or employer retirement plans.
- Have the investment acumen, time, and desire to implement and manage their own portfolio.
Pricing
Payment in full will be due upon rendering of Planning or Consulting service.
