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Aspire Planning Associates

Home
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Your Experience
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Our Fees
Client Login
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Contact
August 21, 2025
Aspire Planning Associates
Summer Check-In: 11 Smart Ways to Keep Your ...

As summer winds down, it’s a good time to step back and review your finances. Whether you need to recalibrate your budget, check progress on savings goals, or plan ahead for fall and year-end, this 11-point checklist can help you stay on track. Read More >

Summer Check-In: 11 Smart Ways to Keep Your Finances on Track
May 24, 2018
Evor C. Vattuone, CFP®
Lending Money to Family and Friends: Two ...

When asked by friends or family members to lend them money, what do you do? First, take notice of these two aspects.

  Lending Money to Family and Friends: Two Factors to Consider
Evor C. Vattuone, CFP®
May 5, 2017
Financial Planning

Windfalls: To Save or to Spend?

Evor C. Vattuone, CFP®
May 5, 2017
Financial Planning
Windfalls: To Save or to Spend?

During one of my few quiet moments after the kids were asleep, I came across a TV show about lottery winners and what they did with their winnings. As I watched, I saw the winners tour massive new vacation and second homes, consider luxury purchases, and struggle with their new realities.

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Disclosures: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Aspire Planning Associates (CRD# 282179) is registered investment advisor with the Securities & Exchange Commission ("SEC").  Registration of an investment advisor does not imply any specific level of skill or training.


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