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ASCEND FINANCIALA Refreshing Approach with a Higher Purpose for Money

Bringing clarity and confidence to those who are experiencing a life transition such as retirement, divorce or loss of a loved one, through comprehensive wealth management and fee-only financial planning and advisory services.

Most people feel that one thing is in short supply when it comes to money decisions: Peace of Mind.  

The key to Peace of Mind is clearly identifying:
   1- Where you are now
   2- Where you are going (your goals)
   3- How you plan to arrive there (your plan)

Accumulating wealth is never the goal in itself. Money is just a tool that will facilitate the accomplishments of your goals. 
ney shouldn’t create anxiety or distract you from your top priorities in life. - See more at: http://jgrfinancial.com/#sthash.TSl7Zf24.dpufyou integrate what is most important to you with your financial decisions, money moves from mundane to meaningful and aligns your passion with purpose !

If you’re interested in learning more about working with a financial advisor who brings clarity and confidence by taking the time to understand what is really important to you, contact me to schedule a no-cost consultation.


Lisa Hay, CPA, CFP®

"The place God calls you to is the place where your deep gladness and the world’s deep hunger meet.”
– Frederick Buechner

Please note that beginning January 5, 2015 all financial planning and asset management services will be offered through Cornerstone Capital Advisors.