Small Business Services & Planning
Most small businesses arise from the passion to not only do something, but to do it differently and do it better. All that “doing” doesn’t leave much time or energy for strategizing about savings or coming up with a solid financial plan. At Aspire, we use your personal vision, goals, and insight to help plan the financial future of your small business. At the end of the day, we believe we can give you more time to do what you love and to do it better, including building the most successful small business around.
Processing Divorce Through Financial Planning
It would be an understatement to say that divorce involves a whirlwind of emotions, upheaval, and confusion (we know, we’ve been there). Everything is in transition, including your money. With Aspire, you don’t have to manage your financial future alone. As the only Certified Divorce Financial Analyst (CDFA)* in Central Oregon, we help you make empowering, smart, and purpose-driven decisions, as well as create and aim for new life goals. With us, the division and management of your wealth is one less thing you have to worry about.
Financial Planning for the Executive Lifestyle
Your calendar is full and your days even more so. Every week is brimming with important meetings, fruitful brainstorm sessions, and big-time shot calling. Inside the rush of the work/ family/life balance, Aspire helps you navigate the future of your hard work, one step at a time. Down to earth, attentive, and real, Aspire wants to see you playing and relaxing outside of work, not worrying about retirement funds and investment management. That’s our job.
Personal Wealth Management
Anything worthwhile takes time, energy, and effort. Including planning for your financial future. Maybe you’re in the midst of a big change and kicking around the idea of a savings plan. Maybe you're anxious to start understanding your money, how it can work for you, and what getting your finances in order looks like. Wherever you’re coming from, Aspire listens to your thoughts, ideas, wishes, and wants. We then recruit the finer print of why and how, and help establish a financial plan that not only speaks to you, but that you can also wrap your head around.
* The Certified Divorce Financial Analyst – CDFA program is offered through the Institute for Divorce Financial Analysts, a national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena. The Institute provides comprehensive training using a variety of knowledge and skill-building techniques. Candidates learn how to help their clients with financial issues such as personal vs marital property; valuing and dividing property; retirement assets and pensions; spousal and child support; splitting the house; tax issues and solutions; tax law and financial issues affecting divorce. Candidates must have a minimum of 3 years of professional experience in finance or divorce and a working knowledge of financial calculators, successfully pass all modules with a minimum score of 70% and be in good standing with their broker-dealer or regulatory agency. CDFA certificate holders must also complete 15 divorce related hours of continuing education every 2 years.