Navigating Each New Life Stage, Together

There are unique adventures in every phase of life. Whether you’re just starting on your financial journey or are already well established on your path, you’re not alone. Making the “right” financial decision at every step can seem overwhelming—but with the right tools, these transitions become freeing instead of challenging.

At OneAscent, our desire is for you to have clarity, confidence, and control. We want to empower you to embark on your journey with joy and hope. As responsible stewards, we can ensure that your financial actions align with both your moral compass as well as your blueprint for the future. Through proactive financial planning, we prepare you not merely to survive the unexpected, but to grow and thrive along your life’s path.

Establishing Your Family

Experiencing something for the first time or taking a big step in life often produces so much joy. You may be purchasing your first house, getting married to your greatest blessing, or nervously expecting your first child. Your life is about to change, and so are your finances. We can help you navigate through how these events will impact your budget, so you can provide for your family and your future.

Growing Your Wealth

As your family grows and life changes, you may have to consider the future cost of things and events large and small, all while building your own retirement fund. You’ve been blessed with so much, but how can you use your resources to grow your current wealth so you can invest in the future? Our advisors can help you find an investment strategy that aligns with your values and works towards positive returns. You can be confident that you’re prepared to meet your and your family’s needs while achieving your goals.

Pre-Retirement

You’ve worked hard for your retirement, literally. But as much as you’re ready to say goodbye to your career, you must make sure your financial situation is prepped for your retirement too. Retirement planning is not a one-time event. The values behind it influence your decisions every single day. OneAscent goes beyond simply securing your lifestyle essentials for the future – we help you with a retirement plan that creates something meaningful. By taking a look at your current savings and investments, we can maximize your savings through strategies tailored to your situation.

Retirement

We want you to thrive in retirement, whether it’s serving your community, engaging in a new hobby, or spending as much time as you can with your children and grandchildren. We are dedicated to helping our clients live well and finish well, through discussions around estate planning, charitable giving, and the legacy you want to leave. Wealth is more than just money. It’s your values. We understand this and will ensure your legacy reflects your deeply held beliefs throughout your retirement and beyond.

Wherever you are in life, we’ll be there to guide you.