Financial Planning That Supports
the Life You Want to Live
Financial planning isn't just about numbers. It's about what those numbers allow you to do.
Maybe you want to travel more. Spend more time with family. Help your children or grandchildren. Change careers. Retire. Give to causes you care about. Or simply have more confidence in the financial decisions you're making today.
At Ascend Financial Partners, we look beyond your accounts and investments to understand what you're working toward and how your financial strategy can support your priorities.
Your Financial Plan Should Reflect Your Life
There is no single definition of financial success.
For one person, it may mean retiring early. For another, it may mean maintaining a particular lifestyle throughout retirement. Someone else may place greater importance on family, charitable giving or leaving a legacy.
That's why our approach starts with conversation.
Questions We Help You Consider
- What does financial success look like for you?
- What do you want your money to help you accomplish?
- Are you balancing today's priorities with tomorrow's goals?
- How might a major life decision affect your financial plan?
- What would give you greater confidence about your financial future?
- How should your financial strategy change as your life changes?
Planning Around Real-Life Decisions
Financial decisions often come at the same time as major life decisions.
A career change, marriage, divorce, inheritance, retirement, business transition or change in family responsibilities can all create new financial questions.
Rather than treating these events as isolated financial problems, Ascend can help you consider how they fit into the larger picture.
How Lifestyle Planning Fits Into Your Financial Plan
Lifestyle planning connects naturally with other areas of financial planning.
Money Management
Understanding how you want to live can help shape spending and saving decisions.
Portfolio Management
Investment decisions can be considered in the context of your goals and time horizon.
Estate & Legacy Planning
Your values and priorities can also influence the legacy you want to leave.
Financial Planning for Northeast Ohio Families
Ascend Financial Partners works with individuals and families throughout Northeast Ohio, including Akron and Summit County. Our goal is to understand the person behind the financial statement and help you consider how your financial resources can support the life you want to build.
Frequently Asked Questions
What is lifestyle financial planning?
- Lifestyle financial planning considers your financial resources alongside the lifestyle, experiences, relationships and priorities that are important to you.
Is lifestyle planning only for retirees?
- No. Lifestyle considerations can be relevant at every stage of life, from early career decisions through retirement.
How does lifestyle planning differ from traditional financial planning?
- It places greater emphasis on understanding what you want your financial resources to accomplish in your life, rather than focusing solely on investments or accumulation.
Can lifestyle goals change my financial strategy?
- They can. Changes in priorities may lead to changes in spending, saving, investing or retirement considerations.
How often should I revisit my financial plan?
- Your plan can be revisited when your circumstances, priorities or goals change, as well as during regular planning conversations.