Enjoy the journey.
Work with an established team of advisors who can help you steward your money well.
get started
A good financial plan starts with an advisor who listens well.
Your life is complex - you need more than just a cookie cutter financial plan. At Ascendant Financial Solutions, Inc., we believe getting to know you, your goals, and your passions is an essential step in the financial planning process.
Our goal is to help you rest easy knowing that the people managing your money have your values in mind.
An approach like no other.
Big Goals
You’ve done the hard work. It’s time to enjoy the view. Let us guide you down a path that honors your values and goals. Complex financial goals require complex financial plans, and Ascendant Financial Solutions, Inc. has the expertise to guide you toward even the most involved financial goals.
Values First
Your journey preparing for retirement and enjoying your non-working years starts with your values being placed front and center. As a team, we believe in being intentional and conscientious with our financial planning strategies, so we’ll make sure to make responsible recommendations as well as hold your personal values as a top priority.
Save Time
We’ll save you time so that you can spend your days doing the important things in life - enjoying your days with your loved ones and putting your energy toward the values you’re most passionate about.
Complimentary Ebook:
Complimentary Ebook:
The Impact of Higher Interest Rates
This eBook is The Investor’s Guide to Surviving Inflation helping to navigate high-interest rates and thick global tension.
We’ll make sure we “get” you before we map out the path to your financial goals. We take the extra step of getting to know you well so that we can do the best possible work for you as your advisors.
What’s your first memory of money?
This is a question we ask all our new clients. Knowing where you’re starting from is an important part of reaching higher than you ever have before. We’ll work with you to understand where you are and where you’re headed.
At Ascendant Financial Solutions, Inc., we know that your time is valuable, your goals are important, and your values should be front and center in your financial plan. We have the experience and established processes to create a tailored financial plan for you.
Using our time with you effectively and putting our years of experience to work to help you reach your goals, we’ll help you steward your money well so that you and your family can enjoy the benefits of your hard work.
The Ascendant Blog
What Are The Benefits Of A 529 Plan?
A 529 plan is a useful way for parents and other family members to help pay for a child’s education. They can also be used...
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November 2022 Stock Market Report
Although October is historically a volatile month for markets, last month saw equities rally and slowly begin to raise the market out of its 2022...
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Your 2023 Financial Checklist From A Financial Advisor In Flagstaff
What are your resolutions for 2023? Is it starting a new business venture, spending more quality time with your loved ones, paying off debt, or...
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October 2022 Stock Market Report
Fall is here to remind us that everything works in cycles, including the market. October is historically a volatile month for the markets, and it...
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End Of Year Tax Planning And Tax Loss Harvesting
If part of your wealth-building strategy does not involve end-of-year tax planning, we are here as trusted financial advisors (aka: your personal CFO) to offer...
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2022 September Stock Market Report
Last month kicked off with high hopes for the U.S. stock market: within the first 10 days of August, the S&P 500 burst by 5.2%...
Read MoreOur Second Opinion Service
We don't engage clients unless we can add substantial value to their financial lives. At the conclusion of our second opinion service, you will have greater peace of mind and a written road map for any recommended changes.
