Getting Started
What to expect from your first conversation
No pressure, no product pitch — just a clear, low-key way to find out whether we’re the right fit for what you’re trying to solve.
1. An introductory conversation
We’ll talk through where you are, what’s on your mind about retirement, and what you’re hoping to get out of working with an advisor. You’ll also learn who your lead advisor will be — your primary point of contact going forward, even as you get to know the broader Ascend team. This is about understanding your situation, not selling you anything.
2. A closer look at your full picture
If it looks like a fit, we’ll gather the detail we need — accounts, income sources, tax situation, goals — to build a plan that actually reflects your life, not a generic template.
3. A plan built around your questions
You’ll see specific, explained recommendations — withdrawal strategy, tax opportunities, Social Security timing — and the reasoning behind each one, so you understand exactly why we’re suggesting it.
4. Implementation and ongoing support
Once you decide to move forward, we help carry out the plan — account transfers, paperwork, enrollment deadlines — and stay involved as your situation and the tax code both continue to change.