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Welcome to clarity, confidence, and a refreshing approach to money decisions.

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 to them.  

Money shouldn't create anxiety or district you from what's really important in life. If fact, when you align your finances with your passions and priorities, you move from the stressful decisions to meaningful opportunities!

Ascend Financial specializes in YOU and helping you achieve YOUR most important 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 takes the time to understand what is really important to you, contact me to schedule a no-cost consultation.


Lisa Hay, CPA, CFP®

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.

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