. -->

The Power of Why in Financial Life Planning

Every organization has a What, a How, and a Why.

Our What is wealth management services for those in, or nearing retirement.

Our How is through building relationships and utilizing professional tools such as comprehensive financial planning, investment vehicles, and tax planning strategies.

But it’s our Why that sets us apart from other financial advisory firms. Why is what motivates us to get out of bed in the morning – it’s our reason, cause, and purpose for what we do.

We are not simply a financial planning or investment management firm. We believe we do those things with excellence, but we are essentially a financial peace of mind firm. And we firmly believe that when our clients live with peace of mind about money – without conflict, anxiety, or fear – their lives are richer and more fulfilling. They can envision and act on their "Why".

The vision of helping people seek and live their "Why" was one of the cornerstones on which Ascend Financial was founded.  Lisa felt called to help people become better stewards of their money by using not just technical expertise, but biblical wisdom as well.