Our Services
Wherever you are in your financial journey, Transcend Financial Group can help.
We understand how unique a client’s economic situation can be and the multitude of concerns that they face. Thus we have developed a range of systematic programs and solutions that provide flexibility while maintaining structure. Starting with our Financial Lifestyle Audit™️ (FLA™️) prerequisite program, clients enter into a short-term evaluation period to receive a comprehensive audit analysis of their financial picture. With a macro view of their finances in hand, clients will be positioned to choose the program that best suits their needs. They can then enter into our full wealth building platform Pillars2Prosperity™️ (P2P™️), or go into our Financial À La Carte™️ program (FinAC™️), or join us in our entry level FinB™️ program.
Read below to learn more about how we can work together.
First: complete the prerequisite program
The Financial Lifestyle Audit™️ (FLA™️) provides a complete financial picture of where you are and where you can go. It organizes all of your financial data, provides a detailed interpretation, and identifies the gaps (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.
Financial Lifestyle Audit™️ (FLA™️)
The Financial Lifestyle Audit Mini™️ (FLAmini™️) provides a financial picture of where you are and where you can go within your specified topic. It organizes your project-specific data and provides a detailed interpretation to help you progress forward. By completing this interpretation, we often find other areas with gaps that can be addressed at a later date.
The FLAmini™️ satisfies the requirement for only a Finance à la Carte project, not the full Pillars2Prosperity™️ program.
Financial Lifestyle Audit Mini™️ (FLAmini™️)
Next: Select an Option
This program supports clients that wish to address specific near-term financial topics and/or prefer to defer long-term wealth building while addressing more immediate concerns.
Finance à la Carte™️ (FinAC™️)
Pillars2Prosperity™️ (P2P™️) is Transcend Financial Group's proprietary platform that will help you reach your financial goals. It consists of four pillars: Foundations, Implementation, Optimization, and Transfer.
Pillars2Prosperity™️ (P2P™️)
We recognize that not everyone is ready for the primary programs and are looking for a more entry level option. To meet this need we have developed a three-tiered support program, the FinB™️, that covers the financial basics.
Each tier is a year long program that covers varying levels of financial behavior, financial accountability coaching, income improvement planning, money management and budgeting, debt reduction and management, and more. This program option has a simple qualification process to enter which includes a basic fact finder to develop a view of your finances.
Financial Baptism™️ (FinB™️)
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. Leah is extremely knowledgeable and has been able to answer all of my questions. When I didn't understand completely what she was telling me, Leah was able to explain it so that I had no confusion. I have complete confidence in Leah's knowledge and abilities.
— Mark Miller, Mark Miller Massage
Unsure which program is right for you?
Let’s chat.