From its inception, Ascend Planning & Consulting, LLC’s mission has been to help our clients navigate through the constantly changing, complex financial world. Our advisors strive to provide you with resources and education paired with the highest level of personal service, while meticulously focusing on the details of your planning. We are dedicated to educating our clients and keeping them abreast of the ever-changing financial world. To accomplish this, we believe in continued education for our financial team of advisors, so that they may offer you the best advice and support to help you achieve your short- and long-term goals. For a complimentary evaluation of your personal planning, please give our team a call today.
You’re at the center, but that doesn’t mean you should go it alone. We help to organize your financial picture by bringing into focus some of the following:
Your values, Estate considerations, Tax structure, Family needs, Risk tolerances, & Appropriate insurance coverage.
Our advisors have access to the latest advanced planning tools and the experience to make the most of them.
Contact: Andre Pineda with Cary Street Partners
Bringing clarity to your finances requires an advisor who pays attention to all aspects of your financial life, has excellent communication skills, and has the commitment to be available when you need advice and support. Your needs come first when you work with Clarity Financial Planning, and you can expect unbiased advice on all aspects of your financial situation when you enter into a long-term relationship focused on protecting your assets and guiding you towards the future you deserve.
Cortney Heykoop has been in the banking and financial services industry since 1999. Cortney graduated from The Catholic University of American in 1998 with a degree in International Economics and Finance. While spending most of her career in finance, she previously owned and operated Heykoop Photography for a handful of years when her children were young. This highly successful entrepreneurial endeavor gave her the confidence and experience to take on larger pursuits. After reentering the finance world in 2015, Cortney dreamed of stepping out on her own as an independent financial advisor.
In September of 2018, she opened the doors of Clover Leaf Wealth Strategies.
Cortney focuses on financial planning for families in Loudoun County Virginia with a passion for the special needs community. This passion grew after adopting a special needs child 14 years ago. With the arrival of her daughter she experienced first hand, the isolation and lack of support parents feel as they struggle with daily challenges and complex issues. The importance of a trusted advisor has never been more evident. Cortney works daily to be that trusted advisor and a resource for the families she works with in the community.
David L. Bruins, CPA is a local tax preparer and President at David L Bruins, CPA, Cfp located in Alexandria, VA. David L. Bruins, CPA, located in Alexandria, VA will help you with tax preparation, tax planning, bookkeeping, estate and trust taxes, and so much more.
Since the founding of Lara, May & Associates (“LMA”) in 1981, our mission has been simple, clear and unwavering: to provide our clients with comprehensive wealth management services; independent and transparent advice; as well as exceptional service, provided by a dedicated team of seasoned professionals. Wealth adds much complexity to life. Our goal is to help clients navigate and simplify those complexities, so they can focus their time and energy on the things they value the most.
We provide comprehensive and individualized financial planning, and then we work with our clients to actually bring their plan to life. We empower our clients to make good financial decisions by providing the information, tools, and guidance they need.
We believe in building long-term relationships. By listening carefully to our clients, communicating effectively, and focusing on education, we seek to accomplish our mission and better our clients’ lives.