A Grateful Year and Exciting Plans for 2025
As we wrap up this incredible year, I want to take a moment to reflect on the milestones we’ve achieved, the gratitude we feel, and the exciting new things ahead for Ascend Planning Partners.
At our annual holiday celebration, I was reminded just how fortunate I am to have an extraordinary team by my side. Ann and Steve are not only experts in their fields but also dedicated to delivering exceptional, personalized care to every client. This year, their support was critical as I tackled and passed the CFP® exam—a significant and hard-earned milestone in my career.
Building a Stronger Team for You
At Ascend Planning Partners, our collaborative team approach ensures you always have access to exceptional advice and seamless service. Whether you’re speaking with Ann, Steve, or me, know that we are all working together to help you execute your financial plan. Having this continuity ensures peace of mind for our clients, and it’s something we’re truly proud of.
What’s Ahead in 2025?
We’re excited to share a few ways we’re enhancing the value we provide:
✅ Robust Educational Resources – We are building out educational content on our website, ascendplanningpartners.com, to provide tools, insights, and guidance that will empower you to make informed financial decisions. Bookmark it—you won’t want to miss what’s coming!
✅ Expanded Communication – In 2025, you can look forward to:
- Monthly Newsletters with timely planning tips and updates
- Educational Webinars to address your most pressing financial questions
- In-Person Events where we can connect, learn, and enjoy time together
✅ Client Feedback Survey – Be on the lookout for a short survey arriving in January. We want to know how we can communicate better and serve you more effectively in the year ahead.
Thank You for Your Trust
None of this would be possible without you, our clients and friends. Your trust and loyalty inspire us every day, and we’re so grateful for the opportunity to help you achieve your goals.
We also want to acknowledge the support of Cetera Investors as we continue to grow and strengthen our team-based approach.
If you know someone who could benefit from this kind of guidance and care, please don’t hesitate to share our name. A referral is the greatest compliment we can receive.
From our team to yours, we wish you a wonderful holiday season filled with joy and a new year full of opportunity.
Warm regards,
Koren and the Ascend Planning Partners Team
Ann | Steve | Koren
ascendplanningpartners.com