Make It Personal

Make It Personal – First Ascent Asset Management

Collective Wealth Planning partners with First Ascent Asset Management for portfolio construction and maintenance. We couldn’t agree more with CEO Scott MacKillop and the tips he shares here about making an investment plan custom tailored to you and your needs.

Events

February 5, 2025 | 11:00 am – 12:00 pm
Salem Public Library

This presentation for the Salem Reads book club draws inspiration from Carmen Rita Wong’s memoir Why Didn’t You Tell Me?, which explores themes of identity, family, and the challenges of navigating hidden truths. We will discuss how understanding our personal financial history, family dynamics, and the impact of societal expectations can influence our financial decision-making.

Topics will include building and maintaining financial independence, understanding the impact of life transitions on our financial lives, managing generational wealth, and creating a personalized financial strategy that reflects your values and goals.

Let’s Stay
In Touch

Join the Collective Wealth Planning newsletter to receive more financial resources

Name(Required)

Email(Required)

CAPTCHA

Name

This field is for validation purposes and should be left unchanged.

Make It Personal – First Ascent Asset Management

Author: Brenna Baucum