Services

Wherever you are on your financial journey, we can help.

Transcend Financial Group offers clarity and empowerment in a world where financial complexities often leave consumers feeling lost and overwhelmed.

We recognized our clients and their families' struggles, navigating through a fog of uncertainty.

We are not treating symptoms but addressing systemic issues, transforming the financial journey from an unwinnable race to a rewarding exploration.

We aren’t just about managing assets; it's about enriching lives through:

Education

Administration

Research

Current client focuses

  • Income audit and strategy

  • Strategic Cashflow Development

  • Tax Strategy

  • Debt Strategy and Management

  • Risk Mitigation and Insurance Planning

  • Accountability and Partnership

  • Wealth Strategies

  • Leverage Strategies

  • Group Benefit Strategies

  • Executive Benefits Strategies

Our 5-step framework for financial prosperity

For years we have heard consumers complain of the complexities within the financial world and how they only existed inside the system without ever knowing where they were or why.

As risk mitigators, we could see the effects this cloudiness caused clients and their families.

Transcend’s 5-step framework takes you through our Financial Lifestyle Audit™️ (FLA™️) and Pillars2Prosperity™️ (P2P™️) programs, to accurately assess where you are so you can set goals and move toward financial independence.

Funding

Complete the Financial Lifestyle Audit™️.

Foundation

Adjust, replace and/or open various assets to build efficiency into your financial foundation.

Accumulation

Discovery and development of passive income strategies. Scaling your cashflow system - our 4-bucket system.

Optimization

Improving the efficiency of your whole wealth system.

Transfer

Transfer into the Maintaining Abundance Program™️ (MAP™️).

Our first step…

Complete the Money Mirror™️

That first revealing look that could change how you see your finances.

Like holding up a mirror to your financial life, Money Mirror is a guided experience helping you spot opportunities you might not have noticed before. It's a simple first step that shows you not just where you are, but what could be possible.

  • Discover hidden opportunities

    Spot potential improvements you might have missed and see where small changes could make meaningful differences.

  • Walk away with real value

    Receive a clear snapshot of your current financial position and get professional observations about your financial patterns.

  • Professional guidance without pressure

    See what working with a financial professional feels like with no obligation to continue.

Money Mirror
$500.00

Money Mirror is a unique, guided experience designed to give you a fresh perspective on your finances. Much like holding up a mirror, this session helps you see your financial situation more clearly—highlighting overlooked opportunities and untapped potential. Whether you're looking to make small improvements or simply want a better understanding of your current position, Money Mirror offers real value with no pressure.

  • Unsure if we are a good fit?

    Let’s talk! We understand that navigating your financial journey can be complex and overwhelming.

    That’s why at Transcend Financial Group, we’re offering a complimentary financial consultation designed to help us understand your unique financial landscape and uncover opportunities to maximize your wealth.

    Book your hassle-free call to learn more!

“Leah is an excellent financial strategist that I have worked with for many years. She has been instrumental in helping me balance my budget, create plans to become debt-free, better manage my finances and plan for the future… I have complete confidence in Leah's knowledge and abilities.”

Mark Miller, Mark Miller Massage