After listening carefully to you, we utilize state of the art tools and strategies to develop an individualized plan. Your plan provides a foundation to help you create, protect, and transfer your individual, your family, or your businesses’ wealth.
Together we will develop a well-thought-out financial plan and base investment decisions around that plan. There will be times when you are nervous about the latest financial crisis and will start to question if you are on the right path. This is when the value of working with @Aspen will be reinforced.
We use an unbiased approach to the investment universe by completing an analysis of your current portfolio to provide you with comprehensive portfolio recommendations that are aligned with your expectation of risk and return. We utilize a variety of investment platforms.
We identify and quantify your various financial risks to develop insurance based solutions for your specific goals. We explore intergenerational wealth transfer, estate conservation, and charitable gifting opportunities.
Our goal is to assist you in navigating the complex arena of employer benefits. These include health care, disability, and retirement plans.
In April of 2022 I earned the Credentialed Holistic Financial Coach, issued by Columbia University’s Coaching Center of Excellence. Coaching guides my clients on the journey to pursue their best lives by getting them from where they are to where they want to be.