Ascend Point Financial, LLC

06/23/2026

This is your sign to stop hosting boring lunch meetings. 👏🏓🌯🍷

Today at 3rd Shot Pickleball, we hosted our Lunch, Learn, Wine & Work event with Rachel Thomas of Ascend Point Financial and it was the perfect mix of business, connection, and FUN.

We had Qdoba catered, time in our event room to learn and connect using the projector, and then wrapped it up with pickleball on the courts. Honestly… this is how workdays should feel. 🙌

If you’ve been looking for a fresh way to host your next:
✨ Lunch & Learn
✨ Team meeting
✨ Networking event
✨ Client appreciation
✨ Team-building outing

Our event room + pickleball combo is a game changer.

You can customize your experience:
🏓 1 hour in the event room + 30 minutes of pickleball
OR
🏓 30 minutes in the event room + 1 hour of pickleball

Now be honest 👀
If your group came in for a daytime event, what are you choosing?

A = more learning + meeting time 💼
B = more pickleball + fun time 🏓

Drop your answer below ⬇️

06/22/2026

I spent part of the morning pulling weeds and checking on my flowers after last night's severe weather.

It reminded me that growth is rarely about doing one big thing perfectly. Most of the time, it's about showing up consistently, pulling out what doesn't belong, and giving the good stuff room to grow.

The same is true financially.

A lot of people think financial success comes from finding the perfect investment or making one big move. More often, it comes from understanding your options, making informed decisions, and staying consistent over time.

That's why I'm passionate about financial education. Knowledge creates confidence, and confidence creates growth.

Now if only my flower beds would stay weed-free with the same amount of effort. 🌹😆

06/20/2026

06/15/2026

What a fun afternoon with the team at Studio Hype! 💃

One of my favorite moments from today’s presentation happened when we talked about saving just $5 a day.

Not $500.

Not a perfect “budget”.

Not giving up things you enjoy.

Just starting somewhere.

Sometimes people assume financial education has to be complicated.

It doesn’t.

Small steps, taken consistently, can make a bigger difference than most people realize.

Thank you to the amazing team at Studio Hype for welcoming me and allowing me to spend the afternoon with you. 💙

And if you’ve ever attended one of my classes, you know that’s my goal every single time: helping people learn at least one thing they didn’t know before.

03/24/2026

Raise your hand if TAXES in retirement were NOT part of your plan. 🙋 Yeah. Same. 😅

Here's something that catches a lot of people completely off guard — and honestly, it's not your fault nobody told you. 💛

Most of us spend decades doing the responsible thing. 💪🏽 Saving. Contributing to the 401k. Watching that balance grow. Feeling good about the future.

And then retirement actually arrives and — surprise — a big portion of what you saved? The IRS wants their cut. 😤💸

Traditional retirement accounts are tax-DEFERRED. Meaning you don't pay taxes now... you pay them later.

When you're retired and living on a fixed income. That's a detail that changes the whole picture. 🤯

But here's the part I love sharing 😊 — there are completely legal strategies that have been used by financially savvy families for DECADES that allow your money to grow and be accessed completely tax-free in retirement. Not tax-deferred. Tax-FREE. 💰✨

More of YOUR money. Staying in YOUR pocket.

Living the retirement you actually planned for — not a reduced version of it after taxes. 🙌🏽

Whether you're 25 or 55 this conversation matters. ⏳ The earlier you start the more powerful it becomes — but today is genuinely always better than waiting.

This is one of my absolute favorite topics to break down because the lightbulb moment people have is everything. 💡😊

It's covered weekly it in detail during our FREE Money 101 event on Zoom or the monthy event in person!

Curious? 👀 Join me for Money 101 💰 in person or on Zoom each Monday evening!

Drop a 🔗below for the link... and discover what a tax-free retirement can look like for YOU. 🔗