PLANNING PROCESS
The CLIMB Process™
Over the years at Ascend Investment Partners, we have developed a unique planning process that is strong enough to be time tested but flexible enough to handle whatever comes its way. Our proprietary planning method is designed to help guide you to and through retirement systematically.
The CLIMB Process simplifies financial planning as to not overwhelm you from the start. Starting with the immediate problem and fixing that and then works to encircle an ever-broadening scope until the entire picture is found. The CLIMB Process finishes with enjoying the benefits of all the hard work. Planning is not just about solving the problem but also making the place to enjoy all the great benefits. We will get excited right along with you as you share with us your pictures and stories from the adventures you have and quality of life improvements you make.