Our Proven 4-Step Process Plan

Your Financial Plan Should Be Specific to You.

When it comes to your finances, our top three priorities are to help you reduce stress, reduce risk and increase savings. We accomplish this through our proven 4-Step Process Plan.


We want you to feel confident in your financial future, which is why our defined process is tailored for you and your situation. By following the outlined steps in order, together we’ll see a clearer vision of your future.

Discover

1-3 Days

Schedule a visit to sit down with us and discover what your ideal retirement looks like. We'll review your current plans, including:

Income Plan.

Investment Plan.

Tax Plan.

Health Care Plan.

Legacy Plan.

Let's talk

Evaluate

7-10 Days

Using the Aspire Wealth Management plan, we'll examine your current financial situation and determine your retirement needs. We'll look at your current portfolio, including:

Risk Analysis.

Cost Analysis.

Income Analysis.

Social Security Analysis.

Annuity Analyzer.

Let's talk

Plan

11-25 Days

Receive a custom strategy to help you reach your unique retirement goals. We'll build out your new retirement income plan that includes all the facets of a holistic strategy:

Income Plan.

Investment Plan.

Advanced Planning.

Tax Plan.

Health Care Plan.

Legacy Plan.

Let's talk

Onboard

30-45 Days

Once everything is up and running, we'll sit down to discuss how our partnership will work as we look toward the future. We'll:

Reiterate Structure of the Plan.

Reiterate Expectations.

Review Accounts.

Review Initial Statements and Client Portal.

Establish Regular Review Process.

Implement Advanced Planning.

Let's talk

Your Financial Plan Should Be Specific to You.

When it comes to your finances, our top three priorities are to help you reduce stress, reduce risk and increase savings. We accomplish this through our proven 4-Step Process Plan.


We want you to feel confident in your financial future, which is why our defined process is tailored for you and your situation. By following the outlined steps in order, together we’ll see a clearer vision of your future.

Discover

1-3 Days

Schedule a visit to sit down with us and discover what your ideal retirement looks like. We'll review your current plans, including:

Income Plan.

Investment Plan.

Tax Plan.

Health Care Plan.

Legacy Plan.

Let's talk

Evaluate

7-10 Days

Using the Aspire Wealth Management plan, we'll examine your current financial situation and determine your retirement needs. We'll look at your current portfolio, including:

Risk Analysis.

Cost Analysis.

Income Analysis.

Social Security Analysis.

Annuity Analyzer.

Let's talk

Plan

11-25 Days

Receive a custom strategy to help you reach your unique retirement goals. We'll build out your new retirement income plan that includes all the facets of a holistic strategy:

Income Plan.

Investment Plan.

Advanced Planning.

Tax Plan.

Health Care Plan.

Legacy Plan.

Let's talk

Onboard

30-45 Days

Once everything is up and running, we'll sit down to discuss how our partnership will work as we look toward the future. We'll:

Reiterate Structure of the Plan.

Reiterate Expectations.

Review Accounts.

Review Initial Statements and Client Portal.

Establish Regular Review Process.

Implement Advanced Planning.

Let's talk

Start the Conversation

by calling 913.322.3500 and let's see how we can be of service to help you protect and grow your wealth.

Schedule A Meeting
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