Meet and review your overall financial picture and goals.
There is no cost for this initial 1-hour meeting as we get to know each other and determine how we would like to work together.
We review your information and make recommendations
This will range across a wide variety of financial topics including: budgeting, risk management/insurance, investments, tax considerations, and planning for retirement, education, estate, etc.
We help you implement the recommendations.
We believe that serving you is our business. Maintaining a solid partnership with you helps ensure we can adapt to the changes in the environment or your goals. This includes quarterly or semi-annual checks for updates or changes. Feel free to contact us anytime you have a financial decision, so we can help ensure you have wisely evaluated the options available.
You choose how we work together
This empowers you to select the method you are most comfortable with and will provide you the most value.
The initial one-hour meeting is provided complimentary as we get to know each other and determine if we are a good fit for your needs.
- If you choose to pay hourly, our rate for financial planning and investment advice is $250 per hour. We accept payment by check to Aspire Capital Advisors.
- If you select assets under management (AUM) our fee is 1% per year (minimum $500) on assets up to $1,000,000. Negotiable for assets above $1,000,000. Fee is deducted from your investment account.
- If you select a fixed insurance product with a built-in commission where we are paid the commission, no additional charges apply for the time associated with that product.
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Are we a good fit?
Our experience has shown the clients we serve best have the following qualities:
Value our work together
Our clients trust their financial advisor to help them make wise choices.
They are willing to wait to full fill their desires; they work with us to establish spending, saving, insurance, and investment plans.
Our clients work with us to establish plans to ensure their family is provided for whatever comes.
All of our clients realize that achieving their goals requires money and planning.
Our clients want to hear the truth from us no matter what.
Our clients are regular people who desire to make wise choices with what they have.