Strategic Financial Planning for Marital Milestones
Entering into marriage or facing the complexities of a divorce brings significant financial considerations. Our team provides tailored guidance to ensure that your financial strategy aligns with your marital status and future goals. Whether you are preparing for a blissful union or navigating the challenges of divorce, we offer comprehensive financial planning and investment management that addresses asset allocation, tax implications, and future financial security.
Considering a move or a change in living arrangements? Our Relocation Services can guide you through finding a new home, selling an existing property, or coordinating logistics related to any move—helping you handle this transition with clarity and confidence.
When you’re ready to build a secure foundation for your next chapter, call (925) 938-2023, or complete the form to schedule a consultation with an Aspire Planning Associates advisor today.
Aspire’s Core Financial Services
While we specialize in helping clients navigate major life changes like marriage and divorce—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, managing executive compensation, planning for retirement, or pursuing other financial 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 are committed to providing transparent and competitive fees for all our clients. Our marital transition services, including marriage and divorce planning, are no exception. Our fee structure includes a flat financial planning fee along 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 comprehensive support and expertise we offer in guiding you through your marital changes and all other aspects of your financial life. For more details, please visit our Fees and Philosophy page.
Why Choose Aspire
It's essential to ensure your wealth is working effectively for you, especially during significant life changes like marriage or divorce. 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
Take the next step. Ensure your financial future is secure with expert guidance from Aspire Planning Associates. Schedule a meeting with our experienced, fee-only, fiduciary advisors today. Call (925) 938-2023, or complete our brief initial consultation questionnaire below to get started!
