Planning for the Unexpected
Facing a sudden disability, illness, or the end of one's life is an eventuality few of us think about until it's too late. There are many ways that you—or your spouse—can become unavailable to make critical financial or healthcare decisions. Without a plan in place, your family will be left scrambling to locate important documents and make choices on your behalf that may not reflect your wishes.
Considering a move to be closer to specialized care or supportive family? Our Relocation Services can also guide you through the logistical and financial aspects of relocating, ensuring that any transition is as smooth as possible during an already challenging time.
Schedule time with an Aspire Planning Associates advisor today. Our team will help you explore options you may not have considered, understand the impact to your finances, and create a plan that ensures the decisions you make today will be the ones that best reflect your goals and values — regardless of what comes next. Call (925) 938-2023, or complete the form to schedule time with an Aspire Planning Associates advisor.
Aspire’s Core Financial Services
While we specialize in helping clients plan and manage their wealth when facing major health changes, we also offer a holistic range of comprehensive financial planning services for various life stages and needs. Whether you or someone you know is buying a home for a growing family or rental income, planning for retirement, or pursuing other goals, we provide strategies to achieve all your financial objectives:
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 believe in offering transparent and competitive fees for all our clients. Our financial planning and investment management services benefit from a straightforward fee structure: a flat financial planning fee combined with an asset management fee based on the assets we manage for you. This ensures you receive high-quality, personalized service without hidden costs. Our rates reflect our dedication to supporting you with expertise and care, helping you achieve your goals at every stage of life. For more details, please visit our Fees and Philosophy page.
The Aspire Advantage
During a health crisis, it’s crucial to ensure your wealth is working effectively for you. This requires a financial planning firm that’s truly dedicated to your best interests. 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
Taking control of your financial future is the best next step when facing health challenges. Schedule a meeting with Aspire Planning Associates today for personalized guidance from our experienced, fee-only, fiduciary advisors. Call (925) 938-2023 directly, or fill out our brief initial consultation questionnaire below to get started!
