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Our ApproachHow we work with clientsAt Ascend National Wealth Advisors, we create thoughtful, personalized strategies that reflect your unique values and can grow with you.
Ascend National Wealth Advisors Our Approach image

Personalized discovery

We begin with a comprehensive discovery process to get to know you—your aspirations, concerns and financial perspectives. We consider this pivotal in crafting a roadmap tailored to your unique parameters. Then, we can efficiently chart the potential routes to your destination, while highlighting opportunities along the way.


Strategic planning

Together, we will create a strategic and interactive financial plan designed to achieve your goals and adapt to your evolving needs. We'll work closely with you to develop a plan you feel confident about.


Expert guidance and implementation

After your personalized plan is in place, our team of specialists will partner with you throughout the implementation phase to facilitate a smooth experience and ensure your plan stays on track.


Proactive long-term partnership

Our team will continue to provide proactive care as your life changes and your needs and goals evolve. Through regular check-ins and reviews, we will stay connected with you to offer timely advice and adjust your strategies as needed. Consider us your long-term partner as you work toward lasting financial success.

Our SolutionsYour path starts with a financial planJust as a blueprint is needed to build a house, a financial plan helps you reach your goals and live the life you've always dreamed of. When we work together, we will discuss strategies, services and products we offer to help you align your financial plan to your needs.
woman with laptop
Financial planning

Financial planning is personal. That's why our conversations focus on your unique values and goals.

We'll talk about
•

Your values, financial needs and goals

•

How to build a financial plan with a strong foundation

Products and services we may discuss
Dedicated Planning Services→Managed Accounts Program→
Our Process

Pursuing your financial goals, together

Understand

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

  • Who you are and what you value
  • Your current financial situation

Strategize

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

  • Clarifying what areas you want to address
  • Identifying areas of opportunity and options to consider

Implement

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

  • What steps you want to take going forward
  • Your progress on agreed upon steps

Adapt

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

  • What, if any, life changes have happened recently
  • What other financial items are top of mind
Your Financial Goals: Understand, Strategize, Implement, Adapt
Your Financial Goals: Understand, Strategize, Implement, Adapt

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

  • Who you are and what you value
  • Your current financial situation

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

  • Clarifying what areas you want to address
  • Identifying areas of opportunity and options to consider

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

  • What steps you want to take going forward
  • Your progress on agreed upon steps

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

  • What, if any, life changes have happened recently
  • What other financial items are top of mind
INSIGHTSRead about financial topics
Insight image
-on is upon us!Our annual Pie Drives are right around the corner, and we'd love you for to join us!We're collecting donations for local nonprofits in several of our communities. Stop by to support a good cause and pick up a locally made frozen pie that's ready to pop in the oven for Thanksgiving. That's one less thing on your holiday to-do list!Find a Pie Drive near you:🥧 Nov. 9 | Federal Way, WA: https://www.eventbrite.com/e/pie-pantry-federal-way-food-drive-tickets-2003024876325🥧 Nov. 13 | Nashville, TN: https://www.eventbrite.com/e/pie-pantry-nashville-food-drive-tickets-2002753330123🥧 Nov. 19 | Olympia, WA: https://www.eventbrite.com/e/pie-pantry-olympia-food-drive-tickets-2003076885887🥧 Nov. 20 | Gig Harbor, WA: https://www.eventbrite.com/e/pie-for-a-purpose-donation-drive-gig-harbor-tickets-2002964337251Click on your location for details and to reserve your pie. We hope you'll join us!-This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. ​No products will be sold. Tacoma Rescue Mission is not affiliated or endorsed by Thrivent.
That open enrollment email from HR is more important than it looks.It’s easy to keep the same elections as last year and move on. But if your income, family or priorities changed, your benefits may deserve another look too.This is also one of those areas people don’t always realize they can bring to a financial advisor.A holistic advisor can help you look at those choices in the context of the rest of your financial life, not just as boxes to check once a year.-My Team: thrivent.com/ascendDisclosures: thrivent.com/social
The most useful money question might be: what do you want this to change about your life?Maybe you want the freedom to step away from work while your kids are still young.Maybe you want to help your parents without putting your own future at risk.Or maybe you want the option to work less, sell the business or spend more time doing something you care about.Those are the conversations that give the numbers meaning.Retirement accounts, investments and tax strategies all matter. But they’re tools.The bigger question is what you want your money to make possible.-My Team: thrivent.com/ascendDisclosures: thrivent.com/social

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 253-271-3290

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Ascend National Wealth Advisors | Thrivent