Are you looking to get more information about working with Aspire? The first step in our process is to schedule a 15-30 minute Introductory call with Julie. We can explore what you are looking for and answer your initial questions. Our goal is to gather enough information to decide if it makes sense to move forward and schedule a Discovery Meeting where we will both gain more insight regarding moving forward in the process.
Before you schedule a call with us, we thought you would like to know what type of client we do our best work with. Aspire would be a good fit if you are looking for a long-term relationship with a trusted professional and have saved at least $500,000 towards your future goals. Our services are comprehensive, including both financial planning and investment management on an ongoing basis.