The Guided
Ascent Plan™
Flagstaff & Sedona, Arizona · Serving Clients Nationwide
A clear path forward, mapped with purpose.
The Guided Ascent Plan™ (GAP) is the financial planning process we use to help organize the many moving pieces of your financial life. Through a structured, team-based approach, we help individuals, families, and business owners make thoughtful decisions around planning, investments, and tax strategy.
Three visits.
One coordinated plan.
The GAP is built around three structured visits, each designed to build on the last and create a coordinated foundation for the planning relationship.
During your first visit, we take time to understand your financial story, your goals, and what is most important to you. This meeting helps us understand what matters most to you and establishes the foundation for the planning process. It is also a chance to learn more about who we are and the individuals, families, and business owners we have served across northern Arizona and throughout the country. We encourage you to ask questions and use this meeting to better understand our process and approach.
The GAP Analysis evaluates your current financial picture by reviewing your goals, assets, income, and planning considerations. By taking inventory of your current financial landscape, your goals, assets, income, and planning needs, we gain a clear understanding of your starting point. This process helps identify areas that may deserve additional attention and provides the framework for future planning discussions.
This third visit marks the beginning of your financial journey with us. Together, we review your personalized planning recommendations and discuss how the relationship may move forward from there. Like outfitters preparing for an expedition, our role is to help you prepare for the decisions and opportunities that lie ahead.
A Team-Based Approach
Elevate Today,
Plan for Tomorrow
Take the first step on your financial journey.
The Guided Ascent Plan™ provides a structured framework for organizing the financial decisions that matter most to you. Every journey is different. Ours is to walk alongside you through every stage of yours.
Begin Your JourneyEducational Insights
The Guided Ascent Journal shares educational insights aligned with our Guided Ascent Process™, with the goal of helping individuals, families, and business owners in Flagstaff, Sedona, and across Arizona identify planning opportunities and address gaps in their financial picture across retirement planning, tax strategy, and investment management.
Ready to begin your
financial journey?
The first step on the path toward your financial goals is a conversation. No obligation, just an honest discussion about where you are, where you want to go, and whether we're the right fit to help you get there.
Flagstaff, AZ 86001
Sedona, AZ 86336