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Our Why

Offering Future-Focused Financial Planning

At Ascension College Planning, our mission is to help end the student loan crisis one family at a time. By using the College Pre-Approval™ process, we help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and save for a confident retirement at the same time. As a full-service, fee-only, fiduciary firm, we partner with you to help you understand your goals as they apply to college, retirement and more. Over time, we’ve discovered that financial education isn’t taught as it should be, which is why we want to help change the narrative and make your goals feel achievable.

We work in your best interest, which means your needs come first as we collaborate to develop a strategy that addresses your circumstances. You’ll find that honesty lies at the heart of what we offer, and grows from an inner strength and confidence that is bred by exacting truthfulness, trustworthiness and integrity.

As one of only a few college planning focused financial planners in the Tucson area, we specialize in helping you prepare for one of many momentous occasions in your life.

Used with permission of Capstone College Partners™

We Believe In...

Lifetime Learning

Financial Literacy

Continuing Education

What Working Together Means to Us

Each of us strives to be a better version of ourselves and our goal is to be that conduit for you as you realize and work toward your life goals.

Our emphasis as financial planners is to not only help you manage your money, but help you prepare for a successful future, both personally and monetarily. As a community, we are often called to embrace and share our specific talents, which is why our passion lies in helping you plan for the road ahead.

Our Mission

Our Mission

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

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