TFG cover mobile.png

Announcements

  • Don’t get rid of your long-term care plan!

    The Long-Term Services and Supports (LTSS) Trust Act program (Washington Cares Fund) is a new publicly funded short-term care benefit that draws from a career-spanning payroll deduction. This program limits you to a lifetime benefit of $36,500 for LTSS services, currently planned to be paid out at a Medicaid rate.

    Unfortunately, the Washington Long Term Services Supports (LTSS) Program is here to stay and it started collecting summer 2023.

    For those moving to Washington state, contact us to get your long-term care tax exemption before becoming a resident.

  • Wills are no longer enough

    Protect your wealth with proper estate planning!

    Depending on your financial situation, we have options to meet your needs: a) We have one of the best estate planning attorneys in the Northwest; b) a new online platform that produces Estate Planning documents that is legal in all 50 states.

    All trusts in our online platform have special needs provisions, and are digitized in your own secure vault, allowing for unlimited changes throughout life without any additional legal fees.

    Contact us for a free consult on these options!

Transcend Financial Group, LLC is a people-first alternative to traditional financial planning and wealth strategy development.

Our process marries a humanistic approach with purpose-driven technology, where one piece focuses on behavior and the other is utilized to establish security, accuracy, and efficiency. Being solutions-based and people-focused, we look at the full picture of your financial situation and provide solutions that help you realize your true potential and optimize your well-being. We help you turn knowledge into wisdom.

Our Promise

To empower your journey to lasting wealth with our dynamic tools, motivation, and clear roadmap, fueled by our commitment to your financial transformation.

5-Phase 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.

We developed the 5-step Framework for Financial Prosperity to lift the veil on the financial industry. It 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.

Current Client Focuses

“If you are looking for a no-nonsense-get-it-done planner, then Leah is the professional. Don't bring excuses; bring your needs and desires and she will begin your journey with the end in mind.”

Doug Blackwell

About Us

Transcend Financial Group was formed as a people-first alternative to traditional financial planning and wealth strategy development.

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.

Leah Fritz Johnson, LACP, CLTC

Founder/President

  • Schedule your free consultation

    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.

    Prepare to take control of your financial destiny with Transcend Financial Group!