Broker Check

WHICH PROGRAM IS RIGHT FOR YOU?

Find Your Path.


Your Summit.


Your Next Step.

Every family is on a financial journey—but not every family is on the same journey.

Whether you are climbing toward retirement, arriving at the summit, or considering what comes after, clarity begins with understanding where you are today and what matters most to you next.

This simple guide will help you determine whether The Ascent or Beyond the Summit is the best fit for your goals, your season of life, and your vision for the future.

 Start Here: Click on the statement that feels closest to your situation

  • You want clarity, structure, and guidance so you can reach the retirement summit with security and peace of mind.

    Your best next step:

    The Ascent Program: Built for families who want disciplined planning, strong investing, and a clear path to financial independence.

  • You do not feel called to build anything beyond financial independence. You want simplicity, stability, and confidence as you live the lifestyle you’ve earned.

    Your best next step:

    The Ascent Program: Designed to continue guiding families who want to camp confidently at the retirement summit.

  • You have more than enough for your own lifetime. Your real question is how to use your margin to strengthen your family, pass on values, build unity, support causes you care about, or create generational impact.

    Your best next step:

    Beyond the Summit: A program for families who want to put their wealth in motion—multiplying it, stewarding it, and using it intentionally during their lifetime.

  • You’re still building wealth, but you feel a deeper purpose forming. You want to lay the foundation today for impact, family leadership, or generosity later.

    Your best next step:

    The Ascent Program: The Ascent builds the financial margin that makes future impact possible.

  • You’re not just thinking about inheritance—you’re thinking about influence. You want to walk with your children through the process of learning, building, and stewarding resources.

    Your best next step:

    Beyond the Summit: Designed for families who want to engage the next generation today, not someday.

A Simple Pathway

Below is the simplest way to understand the difference between the two programs:

Still Not Sure? Answer These Three Questions

Do you have more than you need for your lifetime?

Do you want to use some of that margin to shape your family while you’re still living?

Do you want to multiply your influence—not just your assets?

If you answer yes to any of these, you're likely a fit for Beyond the Summit.

Learn more About Beyond the Summit

If you answer no (or “not yet”), The Ascent is exactly where you belong.

Learn more About The Ascent