Financial Advisor Bend Oregon

Financial Planning

The best plan is a work in progress.

No financial plan can anticipate all of life’s twists and turns. We monitor, analyze, and adjust your plan so your dreams stay within reach.

Start with a plan that supports your dreams.

“A goal without a plan is just a wish.” —Antoine de Saint-Exupéry

The best financial plan is about more than numbers. It’s about your dreams. Whatever you wish for the future—a comfortable (possibly early) retirement, a special vacation home, funds for college, the ability to travel far and wide—a solid financial plan is key to making those dreams a reality.

When planning has a purpose, the whole process feels more exciting. We learn what you want out of life—now and down the road. Then we take stock of your financial health. We gather information on what you earn, what you save, what you own, and what you owe. Right at the outset, we look for areas of opportunity where you can strengthen your finances and possibly simplify your investments (when it makes sense to do so). 

Guided by your vision, we develop a unique, strategic financial plan that takes the whole of your finances into consideration. Your plan may set a schedule for debt reduction, call for accelerated contributions to a 401k, adjust your portfolio, or incorporate tax strategies. Your financial plan will also outline changes in strategy over time as you get closer to your goals. As Certified Financial Planner professionals, we take planning to a higher level so you gain more ground.

We treat financial planning as a process.

Each year brings changes both big and small. Adding to your family, starting a new career, launching a business, selling a house, earning a degree—these kinds of life events can cause you to rethink your goals. Life changes can also boost or strain your finances. 

Even the most carefully conceived financial plan can’t predict the changes that lie ahead. It’s imperative that your plan adapt to your changing goals and financial situation—otherwise it’s easy to get off track. 

We provide careful monitoring and analysis to optimize your plan’s performance. We also check in regularly to see if you’re still pursuing the same dreams. Check. Measure. Monitor. Repeat. That’s how we keep you on track to reach the summit.

“Plan your work, and work your plan.” —Napoleon Hill

Financial planning requires special expertise. Trust the Certified Financial Planner professionals at Ascent to guide you through the process and develop a plan that puts you in control of your dreams.

If your future feels off track, it’s time to enlist a trusted financial guide.

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