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…

The Financial Lifestyle Audit™️

Within the first step of our process, we’ll complete the Financial Lifestyle Audit™️ (FLA™️).

The FLA™️ is the starting point of our work together. It provides a complete financial picture of where you currently are and where you have the potential to go by diving deep into how you spend money, your source(s) of income, real estate, retirement and much more. It organizes all of your financial data, provides a detailed interpretation and identifies the gaps in your financial plan (and why they are gaps).

With the FLA™️ as a macro overview of the financial lifecycle, you'll be able to see a snapshot of your future growth potential and path for generational wealth.

You won’t know how far you can go if you don’t know where you currently are.

  • Organizes your financial data

    The FLA™️ organizes all of your financial data so you can return to it as needed. This prevents you from losing track of your accounts while giving you a snapshot of the health of your money.

  • Provides a detailed interpretation

    Learning the basics is 80% of the work. You don't need to learn everything and understand it on your own, so we take the initial guesswork out of your finances, via a detailed interpretation.

  • Identifies gaps (and explains why they are gaps)

    The FLA™️ demystifies the categories of financial wealth and why such areas as insurance, income and estate planning deserve the proper planning.

Take the next step.

Want to learn more?

Schedule a 30-minute introductory call to learn more about Transcend, our 5-step process for financial prosperity and how our methodology will work for you.

Ready to jump in?

Our free consultation is the first step to working with us. We will take you through our Financial Health Check™️, which includes our cash flow analysis and budget formation.

“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