Finances
Can Bring
Up Many
Questions:

Are we saving and investing the right way?

Will we run out of money?

Are we paying too much in taxes?

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WE TYPICALLY FIND THEY ARE RIGHT.

Whether it’s retirement planning, creating income that lasts a lifetime, or transferring wealth to the next generation—we can be your trusted financial partner through every phase of life.

The first step is to have a short conversation to hear what’s on your mind about money and see if we can help. Just click the link below to schedule a quick call with us.

Nothing formal, and no cost. Just a casual chat to see if we can help.

About
Alex &
Ashley

We are your advisory team.
Together we are much more
effective than we are separately.

ABOUT ASHLEY DICKSON

Ashley loves working with people. She’s passionate, empathetic, wants to serve and always puts clients first.

“Life can be unpredictable, and goals can change with time. You need options. Flexibility, clarity and autonomy are critical to your ability to thrive.”

Ashley helps people uncover the ‘why’ behind their goals and plans. Her ability to meet them where they are today allows her to help clients to take control of their financial present and future with confidence and clarity.

Ashley is a CERTIFIED FINANCIAL PLANNER™ and mother of three. Ashley and her spouse are hockey fans and love participating in the growing hockey culture in Kansas City. She enjoys giving back to her community, attending her children’s activities and live music.

Alex's Family
ABOUT ALEX BORGARDTS

Alex complements Ashley in the Next Bloom Wealth dynamic duo, with tax-focused and technical planning. A Certified Public Accountant (CPA) with a Personal Financial Specialist designation, he helps clients reach their goals with our PlanFirst™ process.

Alex is a veteran and loves spending time at the lake with his family. In his spare time, he enjoys barbecuing and outdoor activities with his wife and children.

“We all want more time, flexibility and freedom. That’s true in my family and I want to help you have the same. We serve a limited number of clients, allowing us to deliver a truly-boutique service tailored to your needs.”

Want To Work With #Teambloom?

The first step to taking control of your financial future starts with you. If you have already made that decision, we invite you to schedule a quick call with us.

Nothing formal, and no cost. Just a casual chat to see if we can help.

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NOT READY TO SCHEDULE A CALL YET? THAT’S OKAY!

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