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Zechariah Schaefer

Financial Planning for Crypto Investors & Gen Z/Millennials in STEM/Healthcare

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Ascent Personal Finance Zechariah Schaefer
Lynchburg, Virginia

Serving Clients Nationwide

Financial Planning for Crypto Investors & Gen Z/Millennials in STEM/Healthcare

Areas of Focus

  • Capital Gains
  • Cryptocurrency
  • Employee Stock Options
  • Equity Compensation Options
  • Taxes

About Me

Hello! πŸ‘‹ I'm Zechariah.

The story behind why I'm SO PASSIONATE about financial planning goes back to my childhood. Here it is! πŸ‘‡

My parents divorced when I was 7. It was messy. We went from affluence funded by my Dad's success on Wall Street, to holes in our pants, falling apart shoes, & not knowing how we’d pay for next week's groceries. Thankfully, things stabled out eventually, but for several years I saw my (now single) Mom struggle to manage her money. She was doing her best but the expert help she needed, she couldn’t afford. At the time, I couldn't do anything but my drive to help people with their money was born.

In high school, I became fascinated with personal finance, crypto, & stocks & went on to study financial planning in college! While working at more traditional wealth management firms, I again saw people I love struggling with their finances. It was my friends & former classmates who were just starting their careers. This time, though, I was able to do something. 😎

I founded Ascent to help Gen Z & Millennials build excellent financial foundations. Today, I get the joy of helping people I love build the lives they want. Thanks for taking the time to read this! I hope to chat with you soon!

~Zechariah 😁

Location

Lynchburg, Virginia, 24502

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Subscription

What to expect in the first meeting

During this 30 minute chat, we'll have a relaxed conversation where you get to meet us and we get to meet you. I'd love to learn all about the journey you've been on, where you are now, & discover together whether working with us will help get you where you want to go! 😁 Looking forward to chatting!

Offers Tax Preparation

Yes

About our Firm

At Ascent, I have the honor of helping a select group of high-performing Gen Z and Millennials to manage their money intentionally, invest wisely, and save on taxes.

Since this is currently a solo operation, I'm extremely selective about who I invite into the AscentCare program. As of now, 4 of 6 new client spots have been filled for 2022.

If you're interested in building your holistic financial plan and meet 4+ of the criteria below, I encourage you to apply for a consult. ⬇️


The clients I provide most value to:

πŸ“ˆ Are High-Performing Gen Z/Millennials
πŸ’° Earn $175,000+ annually as a household
πŸ’Ό Have Equity Compensation Packages
🧠 Work in the STEM or Healthcare fields
πŸͺ™ Have $250,000+ in Crypto/Digital Assets
πŸ“Š Seek Crypto-specific tax strategies, risk management advice, and custody security consulting
βœ… Happily pay $350+ per month for AscentCare, my advice subscription service, or $250/hour for project-based work.


Here's a preview of how AscentCare seeks to help you maximize your money and, in turn, maximize your life:

πŸ—ΊοΈ Winter, Spring, & Fall Financial Strategy Sessions to keep you on track & your plan updated.
πŸ“ž On-demand advice (Email, Zoom, Phone) in the meeting off-season.
🀯 Proactive communication when new tax, investment, or other opportunities/threats arise.
πŸ›οΈ Federal & State Tax Preparation coordinated at no additional charge.
πŸ“ˆ More! The website has all the details.


⬇️ Next Steps ⬇️

πŸ€” Got questions? Click the link at the top of this page for my website or just contact me. I'll reply in less than 24 hours.

βœ… Ready to go? Fill out an application for an intro call using my link at the top of this page! If you're accepted, we'll chat in the next week.

Education

Liberty University, Bachelor of Business Administration, Financial Planning

Badges

Languages

  • English

Hobbies and Interests

  • Beach
  • Camping
  • Canoeing
  • Church
  • Computer
  • Exercising
  • Family
  • Fishing
  • Hiking
  • Reading
  • Sailing
  • Soccer
  • Video Games
  • Volunteering
  • Working Out

Who We Serve

  • Crypto Investors
  • Gen Y / Millennials
  • Gen Z
  • Healthcare Professionals
  • Remote Workers
  • Technology Professionals
  • Young Families