Special Needs Planning

Business Description

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.

3141 Fairview Park Drive Ste. 250
Falls Church, VA
Business Description

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.

43177 Nikos St
Leesburg VA 20176