Apply To Become An Ascent Financial Planning Client
If you're ready for financial planning assistance, we'd love to invite you to apply for a FREE 30-minute session. We'll have a relaxed conversation where we get to meet you and you get to meet us. We'd love to learn all about where you've come from, where you are now, & discover together whether working with us will help get you where you want to go! We like to say this meeting is all about "the story and not the numbers".

AscentCare, our approach to ongoing financial planning, is our main service, however this form applies to any service we offer. Fees will depend on the complexity and range of services needed. To see the financial planning services we offer, visit the "How We Help" section of our website.

This FREE session includes:
- 30 minutes of one-on-one time with a Financial Planner
- A brief overview of your current financial situation - strengths, weaknesses, threats, & areas of opportunity.
- An action step that you can take immediately (whether or not we end up working together)

The questions below are personal but they provide us awareness as to where you are financially and in life. This information helps us come to our call prepared to give you relevant insight and advice.

Oh, and please don't feel shy or insecure about your current financial situation. We always prefer a genuine conversation to one that is not so please don't feel like you have to come to our meeting with "your best financial foot forward." After all, that's why we're here!

After you fill out the form below, we will reach out to you within a few business days for the next step.

We're looking forward to getting to know you better!

-Zechariah at Ascent 😊

*IMPORTANT: Unfortunately, If you are not a U.S. citizen or permanent U.S. resident we cannot work together due to compliance regulations. We can, however, work with U.S. citizens or residents who live abroad!
First & Last Name *
Occupation *
Email *
Phone Number *
Spouse/Partner First & Last Name (if applicable)
Spouse/Partner Occupation
Spouse/Partner Email
Spouse/Partner Phone Number
How did you find out about Ascent?
What state do you live in? *
How old are you?
How old is your spouse/partner?
What is your estimated annual income? *
What is your spouse/partner's estimated annual income?
How much do you have in cash (checking/savings)?
How much debt do you have? (Please break down the type(s) of debt you have, amounts, and interest rates -- student loans, auto loans, credit card debt, etc.)
How much total retirement savings do you have? (Please include 401(k)s, IRAs, Roth IRAs, etc.)
If you have any other investments, list them here.
What motivated you to reach out to us?
Does anyone else need to be on this call for you to make a decision about moving forward? *
If you answered yes to the question above, who?
When are you looking to take action on hiring a financial planner? *
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