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| Ascendant Financial Services |
| Wealth Preservation Planning |
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| Financial Coaching Services
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Providing
the Finest Financial Professionals and Planning
Strategies for:
- Single and Dual Income Families
- High Income Individuals
- Small Business Owners
- Pro Athletes
- The Self-Employed
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THE FINANCIAL
STRATEGY PROCESS
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Personal Financial Coaching
This process begins with a qualitative and quantitative data gathering
process. It continues with a realistic analysis of the client’s financial
and personal goals. Next, usable client resources are identified, priorities
are established, achievable strategies are formulated, and a client centered
plan of action is developed. With due diligence the plan is systematically
implemented under the guidance of the financial consultant, to achieve the
client’s goals and objectives.
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Wealth Creation
The process is continued with
periodic reviews to reassess
and update a client’s personal data profile, as well as to inform the client
of new strategies, products, and
adjustments necessary to keep the client’s financial road map current.
Our
ultimate objective is to help the client
"Create, Conserve, and Transfer Wealth". |
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Financial Road Map - Documented
The following list represents the major categories of a well-conceived
personal financial road map. These service categories offer unique
challenges for each client and require personalized solutions:
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Cash-Flow Management
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Investment Consulting
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Risk Management
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Retirement Planning
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Tax Planning
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Estate Planning
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AFS Financial Coaches
will decipher these autonomous, but related complex financial areas, design
and communicate coordinated comprehensive solutions in clear concise
concepts, and deliver an array of amalgamated supporting services and
products for client-centered implementation. |
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