Our process starts at learning who you are and determining what you value most so we can build a plan that's truly yours.
Life is more than a detailed financial plan or excellent investment strategy.
We want to have a relationship full of confidence, assurance in the plan and happiness in how it's delivered.
We're here for you, just like family.
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We take on clients who mutually agree it's a good fit and that the value we provide exceeds the fee being paid.
We want to share that we have a $500K investment minimum or a $5,000/year financial planning fee for those who prefer planning-only services or don’t meet the investment minimum. This structure helps us provide the highest level of service while allowing our team to grow and potentially lower these thresholds in the future.
Reach out today to see if we're a good fit and if not, we will connect you with options that are!
Otherwise, continue to check out our free financial education and content!
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I encourage you to start with checking out our financial education and content.
It is free and provides a glimpse at how we view the world of finance.
If it feels like you need a deeper conversation with us or want to see if a more personalized financial planning relationship makes sense, we'd love to meet you.
We’ll meet multiple times to kick off and hold at least two review meetings each year. You’ll get educational emails, videos, and podcasts in between.
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Providing you with confidence in knowing your values, goals and having a financial plan working toward achieving those.
Someone to lean on with ideas, questions and help through life events.
We help clients with:
And everything else needed as we navigate confidently toward your financial future.
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Yes. The Financial Takeoff is based out of Cincinnati, Ohio and Denver, Colorado.
We work with clients all over the country (and world), leveraging various technologies that enable us to provide the same excellent service just as efficiently and responsively as those we meet in-person.
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I have been blessed to find my passion at a young age that allows me to help lots of people.
Every person I meet has to decide how to handle their finances.
Growing up in school, college and even around family, there was minimal education and chatter on personal finance. It could be "taboo" or lack of curriculum, but it has failed many of us. We have to learn how to budget (not spend more than we make), handle debt, where and how to invest, the tax code and filing taxes, electing benefits at work, saving for short and long-term goals, and more.
Unfortunately, many people learn from mistakes, realize after it's too late (ex: not saving until you're in your 60's and can't retire), or had a bad experience with previous financial advisors.
I want to change this by helping others. I refer to this as The Financial Takeoff!
Life is like a flying on a plane. I hope your journey takes you beyond your wildest dreams.
Introduction
You'll schedule an Initial Consult with us to see what working together looks like.
The Ascent System
Our 5-step process constructs a plan to achieve financial peace of mind.
Ongoing Service
We continually monitor and adapt your plan as life happens to ensure we're optimizing what you’ve worked hard for.
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