Our A.S.C.E.N.D. Process
Every mountain needs an experienced guide. We've been on this financial trail before—we know the terrain, the challenges, and the best path forward. Let us guide your ascent to financial clarity.
The New Client ASCEND Process
Assess (~90 mins):
Our discovery phase is focused on understanding your financial goals, answering your questions, and seeing if we’re the right fit to help you reach them.
Streamline (~2 Weeks):
The 'Get Organized' phase streamlines and secures all your financial documents in one place, creating a solid foundation for personalized planning.
Create (~2-3 Weeks):
Bootpack collaborates with you to turn your financial goals into a clear, customized plan, using an Investment Policy Statement (IPS) and a comprehensive strategy that includes investments, insurance, and estate planning—giving you control, clarity, and confidence in your financial path.
Execute (2-4 Weeks):
In this phase, Bootpack puts your plan into action by executing strategies like transferring and restructuring portfolios or setting up estate documents, working alongside accountants, lawyers, and tax experts to ensure every detail aligns with your goals.
Navigate (Ongoing):
We regularly review your plan to keep it aligned with your evolving goals, monitoring investment performance and any life changes, and recommending adjustments as needed to keep your financial strategy on track.
Deliver (Ongoing):
Bootpack’s mission is to exceed client expectations with responsive, dedicated service, delivering top financial advice and same-day support to guide you confidently through any financial situation.