Ascend Millennial Program
Millennials are often overlooked by advisors because… they often have smaller amounts to invest and are just beginning to experience meaningful income. This is the most crucial time to begin working with an advisor to establish the educational foundation necessary to make wise financial decisions.
Antaeus Ascend is designed to guide and assist those that do not fit the traditional mold of financial planning, but seek the education, accountability and systems to help them navigate life’s big decisions; buying a home, paying off student loans, planning a dream vacation, or investing in their future.
We work closely with our clients to build a plan tailored to their goals, assist in implementation, provide accountability check-ins, and act as your on-call financial expert for those times when life inevitably throws a curve ball.
How can we help?
- Objective Advice- We are independent and have no ties to a mutual fund or insurance company. Additionally, as Accredited Investment Fiduciary’s (AIF®) we act in your best interest.
- Ascend Accountability Metrics- We have identified specific metrics which we feel are the ‘vital signs’ of financial health. Once we help identify a baseline and educate you on how to improve each metric, we hold you accountable to incremental improvement with our scheduled check-ins.
- Accessibility- Finding the time to come into the office can be difficult. We are available to you via phone/email/skype; whether you are debating purchasing or leasing a new vehicle, obtaining a mortgage for your first home, or contemplating a job offer, we are here to assist you.
- Wealth Station- Clients will have access to our financial aggregation system that allows you to see your entire financial life, in real time, in one spot. By utilizing a screen sharing feature, we will help you link accounts, establish monthly budgets and track your progress.
What's the cost?
We believe that a simple, transparent fee which you clearly understand is important. After the initial, complimentary consultation to decide if financial planning is the right fit for you, your advisor will quote you a monthly retainer based upon the complexity of the planning and ongoing advice. If you choose to have us manage your investments, there is a fee assessed as a percentage of assets under management.
We encourage those interested to call our office to schedule a 30 minute consultation to discuss your current situation, goals for the future, and any pressing issues. During the call, we will answer any questions you may have, share with you how we work with our clients, and evaluate if you are a fit for financial planning! At the very least, we can hopefully point you in the right direction.