The Conversation.
We understand that talking about financials, whether it be savings, investments or insurance, can feel like a tall task.
The one thing we can all agree on is that the conversation about financial education is important to have.
With Ascending Legacy, we're here to have that conversation. Our process ensures transparency, resources to support your financial focus, so that you can live life focusing on what you love.
Conversation - Set a time to go through a collaborative meeting where we talk about your specific needs.
Identify - Communicate and align on your financial goals, both short-term and long-term.
Review - We execute the plan we developed and ensure those deliverables we promised are met and exceeded.
Approval - Once we are all aligned with your budget and financial priorities, we submit your application for approval.