We’ll help you plan and empower your career transition

Your Career Aspirations In Focus.

Changing careers is a major decision that comes with its own set of challenges and opportunities. Whether you are stepping up to a new role, venturing into entrepreneurship, or shifting industries, our team is here to provide expert guidance and strategic planning. We’ll help you assess your financial situation, manage resources efficiently, and plan for a smooth transition that aligns with your long-term career and life goals.

Considering a move for a new job or entrepreneurial venture? Our Relocation Services ensure you have the support needed to navigate every aspect of relocating—so you can focus on advancing your career and settling into your new environment with confidence.

Ready to take the next step? Schedule time with an Aspire Planning Associates advisor today.

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RELATED CAREER TRANSITION READING & RESOURCES

Why Market Volatility Could Rise in 2025—And How to Stay Grounded

If there’s one constant on Wall Street, it’s that uncertainty never really goes away—and 2025 looks poised to deliver a heavier dose of it. In this article we dig into why we’re bracing for higher market volatility and, more importantly, how you can keep your financial plan and investment strategy on track amidst the ups and downs. Read More >

Navigating Career Transitions — Maximizing Your Retirement Savings and Utilizing Severance Packages

Career transitions, whether through voluntary job changes or unexpected layoffs, are pivotal moments that can significantly impact your financial future. In this article we provide financial planning tips to navigate these changes effectively to position yourself for financial security. Read More >

Your Destination Matters: Aligning Your Finances with Your Future Goals

It can be tough to plan your financial future in a world filled with obstacles and opportunities. But the terrain only worsens in the absence of well-crafted goals. If you don’t know how much money you’ll need, when, and why, you end up chasing after the latest fads (buying high) or fleeing market risks (selling low). Read More >

Wealth Protection 101: How to Avoid Costly Investment Mistakes

This article on safeguarding your wealth emphasizes the difference between avoidable investment mistakes versus random market misfortune. By eliminating avoidable mistakes, investors can also lower, but not entirely eliminate, the possibility of experiencing negative investment outcomes. Read More >

Banking on Safety: How Your Assets Are Protected During Times of Uncertainty

It’s hard, and often counterproductive to comment about breaking news while it’s still moving through the proverbial grinder, which is why we usually don’t do so. However, it’s worth commenting on the recent banking turmoil, and how this applies to your investments to aide in rational decision-making. Read More >

4 Ways to Apply the 80/20 Rule to Your Financial Pursuits

Following the Pareto Principle (commonly known as the 80/20 rule) which suggests that 80% of an outcome is often the result of just 20% of the effort you put into it—Here are 4 financial best practices that pack a lot of value per “pound.” Read More >

Aspire’s Core Financial Services

While we specialize in helping clients navigate career transitions and executive compensation packages, we also offer a holistic range of comprehensive financial planning services for various life stages and needs. Whether you or someone you know is planning for retirement, education planning, or pursuing other goals, we provide strategies to achieve all your financial objectives:

Financial Planning
Investment Management
Retirement Planning and Relocation
Estate and Philanthropic Planning
Insurance and Risk Management

Tax Planning
Executive Compensation Planning
Education Planning
Debt Management and Budgeting
Rental and Vacation Property Strategy

Our Fees & Philosophy

At Aspire Planning Associates, we are committed to offering transparent and competitive fees for all our clients. Our fee structure is designed to be straightforward: a flat financial planning fee coupled with an asset management fee based on the assets we manage for you. This approach ensures you receive high-quality, personalized service with no hidden costs. Our rates reflect the dedicated support and expertise we provide in helping you smoothly navigate your career transition. For more details, please visit our Fees and Philosophy page.

Our fees

Why Choose Aspire

Navigating a career transition requires ensuring your wealth is working effectively for you. That begins with a financial planning firm that’s truly dedicated to your best interests and success. As fee-only, goal-based CERTIFIED FINANCIAL PLANNER™ professionals, we uphold a fiduciary duty to prioritize your interests in every decision. You can trust that our guidance is aligned with your well-being—every step of the way.

Fee Only and Fiduciary

As a fee-only firm, we do not sell products or earn commissions, and as a Registered Investment Advisory firm, we have the legal obligation to put your best interests first. We embrace our fee-only, fiduciary status because it means you can trust that the advice we give is made with only your well-being in mind.

Goal Based

We recognize your values, resources, and life satisfaction are intertwined. That’s why we design portfolios around your personal objectives, not market benchmarks—helping you achieve the long-term returns you need to pursue what matters most.

CFP® Professionals

All of our advisors are CFP® professionals, having completed rigorous coursework, passed a comprehensive certification exam, and maintained ongoing education. This commitment to excellence means you can trust our guidance every step of the way.

Schedule a Get-Acquainted Meeting

Looking to navigate your career transition with confidence? Connect with Aspire Planning Associates for personalized guidance from our experienced, fee-only, fiduciary advisors. Call us at (925) 938-2023, or complete our brief initial consultation questionnaire below to begin your journey!

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