. -->

ASCEND FINANCIALA Refreshing Approach with a Higher Purpose for Money

Specializing in serving those who are experiencing - or planning for - a life event such as retirement, loss of a loved one or sudden financial windfall, I provide comprehensive wealth management and fee-only fiduciary advice.

Most people feel that one thing is in short supply when it comes to money decisions: Peace of Mind.  Often, that is because folks don't "invest" their money on the things that are really important. When you align your finances with your passions and priorities, you move from the stressful decisions to meaningful opportunities!

The key to True Wealth is knowing where you are going (your goals) and how you plan to arrive there (your plan). Money is just a resource that will facilitate the accomplishments of your goals. 

Accumulating wealth is never a valid end in itself. A good financial planner will help you to identify your priorities and your values and help you to see where your financial life is in balance and where it is out of balance with your values and goals.

The mission of Ascend Financial is to:
  • Encourage you to discover your Purpose 
  • Inspire you to pursue your Passions
  • Guide you to align your purpose and passion
  • Equip you with a personalized and unique comprehensive Financial Plan to achieve YOUR most cherished financial Life and Legacy 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.