A One-Time Financial Plan—sometimes called a flat- -fee or project-based financial plan—is designed for individuals and families who want clear, professional guidance without an ongoing management commitment.
We begin with an initial consultation to understand what you’re looking to accomplish and determine whether a one-time planning engagement is the right fit. If it is, we’ll take a comprehensive, detailed look at your financial life to build a personalized plan tailored to your goals and priorities.
This planning engagement typically includes a thorough review of:
Using this information, we develop a detailed, written financial plan that outlines clear recommendations and actionable steps to help you achieve the goals we define together. Your plan may cover any topic listed on our Planning Topics page and is fully customized to your unique circumstances, goals, and family.
For a fixed, transparent fee, you’ll receive expert, fiduciary advice focused solely on your best interests. There is no obligation to delegate investment management to us. Many clients choose this service specifically to gain clarity, direction, and confidence while continuing to manage their finances independently.
This is an ideal option for someone who:
Take control of your financial decisions with personalized, straightforward planning designed to help you move forward with confidence.
A complimentary consultation gives you the opportunity to discuss your financial priorities, understand our planning process, and see what working with a dedicated fiduciary advisor looks like—before making any commitments.
Disclosures | Privacy Policy | Contact
Aspired Wealth is a registered investment adviser in the State of Washington, Colorado, & Texas. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Being registered as an investment adviser does not imply a certain level of skill or training.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Aspired Wealth and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Aspired Wealth not affiliated with or endorsed by the Social Security Administration or any other government agency.
Securities offered through Charles Schwab, Member FINRA/SIPC. Aspired Wealth and Charles Schwab are separate entities, independently operated.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado, Washington, Texas or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
The inclusion of any link is not an endorsement of any products or services by Aspired Wealth Planning, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.
When you follow a link to one of these sites neither Aspired Wealth Planning, LLC., nor any agency, officer, or employee of the [Firm Name] warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
Copyright © 2024 Aspired Wealth - All Rights Reserved.
