Ashley Dickson, CFP®, ChFC®

Ashley Dickson is a financial planning expert with a team-based approach through Next Bloom Wealth LLC. With a focus on comprehensive fee-only financial planning and investment management, Ashley's team works collectively to provide clients with tailored recommendations. The team's unique approach involves two advisors with different backgrounds, biases, and ideas, ensuring a well-rounded perspective for clients.

Ashley's approach to planning involves a shift from goal-oriented strategies during the accumulation phase to cash flow planning in retirement. Services offered include tax planning, estate review, risk management, investment allocations, social security and medicare planning, budgeting, education planning, and debt management. Each client receives personalized attention to address their individual planning objectives efficiently.

Ideal for those seeking a long-term relationship with a financial planner, Next Bloom Wealth LLC ensures continuous support through life's different phases. Regular client meetings and a set service calendar help in keeping the financial plan up to date, reflecting Ashley's commitment to client care.

Ashley's educational background includes studying at the University of Missouri-Kansas City and the University of Missouri-Columbia. With previous positions such as Co-Founder at Next Bloom Wealth LLC, Wealth Advisor at Wealth Management by CommunityAmerica, and Branch Sales Manager at CommunityAmerica Credit Union, Ashley brings a wealth of experience and knowledge to the financial planning industry.