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Enjoy the journey.

Work with an established team of advisors who can help you steward your money well.

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A good financial plan starts with an advisor who listens well.

Your life is complex - you need more than just a cookie cutter financial plan. At Ascendant Financial Solutions, Inc., we believe getting to know you, your goals, and your passions is an essential step in the financial planning process.
Our goal is to help you rest easy knowing that the people managing your money have your values in mind.

An approach like no other.

Big Goals

You’ve done the hard work. It’s time to enjoy the view. Let us guide you down a path that honors your values and goals. Complex financial goals require complex financial plans, and Ascendant Financial Solutions, Inc. has the expertise to guide you toward even the most involved financial goals.

Values First

Your journey preparing for retirement and enjoying your non-working years starts with your values being placed front and center. As a team, we believe in being intentional and conscientious with our financial planning strategies, so we’ll make sure to make responsible recommendations as well as hold your personal values as a top priority.

Save Time

We’ll save you time so that you can spend your days doing the important things in life - enjoying your days with your loved ones and putting your energy toward the values you’re most passionate about.

Complimentary Ebook:
Protect Your Retirement Nest Egg With Smart Tax Planning

This eBook offers you clear tax planning strategies that will help retirees or high-net-worth individuals protect their assets from unnecessary taxation.
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We’ll make sure we “get” you before we map out the path to your financial goals. We take the extra step of getting to know you well so that we can do the best possible work for you as your advisors.

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What’s your first memory of money?

This is a question we ask all our new clients. Knowing where you’re starting from is an important part of reaching higher than you ever have before. We’ll work with you to understand where you are and where you’re headed.
At Ascendant Financial Solutions, Inc., we know that your time is valuable, your goals are important, and your values should be front and center in your financial plan. We have the experience and established processes to create a tailored financial plan for you.
Using our time with you effectively and putting our years of experience to work to help you reach your goals, we’ll help you steward your money well so that you and your family can enjoy the benefits of your hard work.
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The Ascendant Blog

2022 Stock Market Outlook

2022 Stock Market Outlook

What to Expect? Since the end of 2018, the S&P 500 has gained nearly 93%. This sustained period of outsized returns has many investors waiting...

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Financial Planning Tips for the New Year

Financial Planning Tips for the New Year

A Fresh Start 2022 is here and it’s a great time to recommit to your financial goals: Update your spending plan, pay down debt, and...

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Your 2022 Financial Check List From an Advisory Firm in Flagstaff, AZ

Your 2022 Financial Check List From an Advisory Firm in Flagstaff, AZ

Only about ten percent of people who set New Year’s resolutions keep them throughout the year. Without a concrete and realistic plan, it’s hard to...

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Understanding and Dealing with Financial Stress – Tips from a Financial Advisor in Phoenix

Understanding and Dealing with Financial Stress – Tips from a Financial Advisor in Phoenix

Feeling stressed out around the holidays? Not prepared for the new year? You aren’t alone. Stress can hit from all sides, whether it’s an increased...

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How to Control Your Holiday Spending

How to Control Your Holiday Spending

Despite a raging pandemic and rising unemployment last year, holiday spending showed no signs of slowing down.  According to the National Retail Federation (NRF), holiday...

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Choosing the Best Investments for Inflation

Choosing the Best Investments for Inflation

When it comes to investing, there are things you can control and things you cannot. Your savings rate, risk tolerance, and time horizon are things...

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Our Second Opinion Service

We don't engage clients unless we can add substantial value to their financial lives. At the conclusion of our second opinion service, you will have greater peace of mind and a written road map for any recommended changes.
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