Established in 2008, Transcend Financial Group formed as a people-first alternative to traditional financial planning and wealth strategy. We believe in earning the title of trusted partner with our clients and strive to provide the highest level of integrity and accountability. The role we play is one of educator and empowerment - pulling back the veil on the financial industry and teaching our clients how to make informed financial decisions. With their new knowledge, they then feel empowered to make smart decisions for their future and their family's future. Our process marries the humanistic approach with purpose driven technology, while one piece focuses on behavior, the other is utilized to establish security, accuracy, and efficiency. Being solutions based and people focused, we can look at the full picture of a client's financial situation and provide solutions that help people realize their true potential and optimize their well-being. When planning around goals with clients, we set realistic figures that are custom to the needs of our clients, because we believe that following cookie cutter planning formulas won't lead to true wealth.