Apply To Become An Ascent Financial Planning & Tax Client
If you're ready for financial planning & tax assistance, we'd love to invite you to apply for a 30-minute consultation. 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 & tax mitigation, 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 Licensed 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 so we can give you relevant insight and advice during our call. If you don't know the answer to a question or are uncomfortable with providing that information at this point in the process, please answer it to the best of your ability or feel free to put " - ".

Lastly, 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!
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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?
In round numbers, please estimate your annual income. *
In round numbers, please estimate your spouse/partner's annual income.
In round numbers, please estimate your cash (checking/savings). *
In round numbers, please estimate your current debts. (Please break down the type(s) of debt you have, amounts, and, if possible, interest rates -- student loans, auto loans, credit card debt, etc.) *
In round numbers, please estimate your total retirement savings. (Please include 401(k)s, IRAs, Roth IRAs, etc.) *
If you have any other investments, please 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/tax preparer? *
I understand that, unless an exception is made, the AscentCare minimum annual fee starts at $3,000/year (equiv. to ~$250/month) with a $750+ upfront planning fee and, depending on the complexity of my situation, may be significantly more for me. *
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