W.A. Smith Financial Group
With a combined 80 years of financial experience, our team has developed and refined a four-step process that begins to paint your financial picture... so that our fiduciary financial advisors can help you put all the pieces of your financial puzzle together, allowing you to focus more on your life and worry less about your money. And as your life unfolds, your plan will evolve.
4 Steps Towards a Comprehensive Plan - Ascend360™ Planning Process
Who is the Ascend360™ process right for?
Our process was designed to help nice individuals or business owners who:
- Have established themselves financially
- Desire a more comprehensive planning approach
- Want all the financial pieces of the puzzle to fit together cohesively
How does the Ascend360TM Planning Process work?
- Step 1: Discover
- Step 2: Analyze
- Step 3: Implement
- Step 4: Evolve