About Us
Established in 2008, Transcend Financial Group was formed as a people-first alternative to traditional financial planning and wealth strategy development.
We believe in earning the title of trusted partner with our clients and strive to provide the highest level of integrity and accountability.
Our role is one of educator and empowerment - pulling back the veil on the financial industry and teaching you how to make informed financial decisions. With your new knowledge, you feel empowered to make smart decisions for you and your family's future.
Our process marries the humanistic approach with purpose-driven technology. While one part focuses on behavior, the other establishes security, accuracy and efficiency. Being solutions-based and people-focused, we can look at the full picture of your financial situation and provide solutions that help people realize their true potential and optimize their well-being.
When planning around goals, we set realistic figures that are custom to your needs because we believe that following cookie-cutter planning formulas won't lead to true wealth.
Our Methodology
Our approach to financial planning starts with your goals.
Rooted in analysis and strategy, we believe in the power of thoughtful data gathering and decision-making, ensuring that each step taken is not only informed by the latest market insights but also aligned with your individual circumstances.
Planning
Outlining your short, medium and long term goals.
Analysis
Transcend identifies tools to help you achieve your goals.
By blending expertise with empathy, we aim to demystify the world of finance and empower you to make educated choices for a secure future.
We go beyond the numbers; we embrace a thoughtful methodology that puts your financial success at the heart of everything we do.
Strategy
Outlining the steps we’re going to take.
Action
We partner on the implementation of the strategy.
Take the next step.
Schedule a 30-minute introductory call to learn more about Transcend, our 5-step process for financial prosperity and how our methodology can work for you.