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About

WELCOME!

I’m so happy you found us. The fact that you’ve landed on this website tells me you have been searching for guidance.

My name is Lisa Hay and I created this site with the hope of inspiring and empowering you to align your
PURPOSE, PASSION and POTENTIAL.

Most website biographies list experience and credentials first, but I believe that a common purpose and passion will resonate with most readers who will benefit from the content on this site. So I would like to start with a brief overview of my "Why?.

If you're interested in my education, experience and credentials, you will find those at the bottom of this page.


Eternal Purpose and Perspective:
My work is motivated by a genuine care and concern for others to fulfill their God-given potential. An important aspect of that potential is the wise stewardship of the resources that God has entrusted to each of us.

While principles of wise financial management are important and helpful for meeting current lifestyle needs and goals in retirement, one of my primary goals is to cast a vision for "giving" as the ultimate financial investment and integrating that vision into an intentional financial plan.


Dietrich Bonhoeffer: "If Jesus returns tomorrow, then tomorrow I'll rest from my labor. But today I have work to do."

Likewise, my deep desire is to encourage you to take an intentional approach to realizing the full potential of your resources: your time, your gifts, and your wealth.

You can learn more about my approach to working with client
here. 


Education and Credentials
:

In order to serve my clients with the highest degree of excellence and professionalism I hold the following designations and certfications:

    As an advocate of consumer financial literacy and transparency in the financial services industry, I have authored six Personal Finance books available on Amazon .
    My writing has been featured on numerous financial sites including Morningstar.com and Yahoo Finance and I have contributed to MarketWatch.com as a RetireMentor.
    the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. CFP Board's Standards of Professional Conduct require CFP professionals to look out for your interests above their own. - See more at: http://www.letsmakeaplan.org/cfp-pros-their-expertise/WhyCFPCertificationMatters#sthash.9xsb2Ary.dpuf
    fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. CFP Board's Standards of Professional Conduct require CFP professionals to look out for your interests above their own. - See more at: http://www.letsmakeaplan.org/cfp-pros-their-expertise/WhyCFPCertificationMatters#sthash.9xsb2Ary.dpuf
    fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. - See more at: http://www.letsmakeaplan.org/cfp-pros-their-expertise/WhyCFPCertificationMatters#sthash.9xsb2Ary.dpuf
    fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. - See more at: http://www.letsmakeaplan.org/cfp-pros-their-expertise/WhyCFPCertificationMatters#sthash.9xsb2Ary.dpufI am the author of six Personal Finance Kindle books available on Amazon and contribute to MarketWatch.com as a  RetireMentor. My writing has also been featured on numerous other financial sites including igrad.com, nerdwallet.com, Morningstar.com and Yahoo Finance.

    I also created the  The Just in Case Personal Document Organizer Binder System to assist those who desire to leave a clear legacy for their loved ones. 

    Commitment to Fiduciary Duty:
     

    I have choosing to act as an unwavering fiduciary in the best and exclusive interest of clients. I serve clients on a consulting or flat-fee basis, and never receive a commission based on my advice or recommendations.

    You can contact me at  lisa@ascendfinancial(dot)com