Our fee schedule is simply based on TIME
Learn more about IM Ascension Coaching
Tactical Ascension Coaching
Our client families lead busy lives with several priorities. When you receive your Financial Plan, that is NOT a time to say “goodbye”… We provide ongoing guidance so you get everything done with precision while saving time and energy.
We’ll keep you on schedule with ongoing touchpoints throughout the entire year. The number of Ascension Coaching sessions you’ll receive is directly tied to the client experience model that is best for you and your family.
No more flying solo… Anything tangible in your financial plan that needs to get done, we’ll help you check every single box off your to-do list.
Behavioral Ascension Coaching
Our aim is to facilitate a client experience that uses money as a tool to help families and couples draw closer and cultivate healthy growth. That’s why we place a strong emphasis on behavioral financial advice.
Your relationship with your money is no different than your relationship with anything or anybody. If we don’t invest the time to reflect on what we’re doing and why, the relationship grows stale over time.
No more disconnect… Behavioral touchpoints provide a structured space to measure the emotional impact of your family’s tangible financial decisions.