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 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:
Financial Planning
Investment Management
Retirement Planning & Relocation
Estate & Philanthropic Planning
Insurance Assessment & Risk Management
Tax Planning
Executive Compensation Planning
Education Planning
Debt Management & Budgeting
Rental & 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 having a financial planner who prioritizes your best interests. At Aspire Planning Associates, we are committed to working on your behalf as fee-only, goal-based, CERTIFIED FINANCIAL PLANNER™ professionals.
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 put your best interests first.
Goal Based
Your financial plan should reflect your unique values, resources, and aspirations, especially during a health crisis. Every aspect of your financial plan and investments is centered around achieving your specific goals and ensuring financial stability in challenging times.
CFP® Professionals
Our team consists of CERTIFIED FINANCIAL PLANNER™ professionals who have completed rigorous coursework, passed national certification exams, and continue with annual ongoing education, ensuring you can feel confident in the personalized advice we provide.
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!
