Financial Advisors and Career Coaches Helping You

Master What's Next®

True wealth is about living your best life with all the assets you have. You identify your purpose, and we create a plan to help you live it.

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How We Help

Integrated Wealth Management

Feeling overwhelmed with your challenging career and busy, complex life? We partner with you to manage your career and organize your personal financial life. Think of us as your Personal CFO.

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Financial Planning

Clarifying what’s important to you, building a plan and helping to implement the plan – just like your business life. Make sure it all fits together and keep you on track to achieve your goals.

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Career Planning

Like a training coach for professional athletes, we help Executives reach maximum potential with Executive Coaching and Career Coaching programs.

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Investment Management

Tying your investment strategy with your overall career and financial plan. Our advisors help you build and maintain a diversified portfolio that supports your goals.

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Transitions

Life presents numerous and significant transitions, such as a new job, marriage, divorce, loss of a loved one, and retirement. We can assist with not only the financial and career aspects but help you plan for, prepare and adapt to the change.

Take our “Return on Life” Assessment

Are you managing your money in a way that improves your life?

Take our Return on Life (ROL) Assessment and learn how to Live Your Best Life Possible with the money you have.

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Why We’re Different

Our approach is customized to YOUR goals and unique financial situation. As Fee Only advisors, our Fiduciary Commitment puts YOU FIRST. We don’t sell any products.

We specialize in helping business leaders and their families integrate career, life and finances. Translate your career success into building wealth to achieve YOUR aspirations. This includes proactive strategies to adapt to changes and take advantage of opportunities.

We Aspyre to understand your “WHY” and partner with you through your unique life’s journey – the challenges and the successes.

Latest News

The SECURE Act 2.0: What You Need to Know

You’re likely hearing about the SECURE Act 2.0. It seems like every day there’s a new headline in the news, which only serves to create more questions. Let’s face it, headlines – and even the stories that follow – can leave you wondering how the new legislation applies to you.

Would a KC Super Bowl Win be BAD for the Stock Market?

Kansas City fans are excited to see their hometown heroes, the Chiefs, back in the Super Bowl this year, but some say that a Chiefs win would be bad for the stock market. What?!!?

Could Seasonal Employment in Retirement Be Right for You?

Many retirees who want to earn some extra income without committing to a regular part-time job explore seasonal employment. For a couple weeks or months out of the year, you could try something new, put your professional skills to good use, see more of the world, connect with new people, and pad your nest egg in the process.

Schedule a Consultation

Let’s Meet! We’d love to learn more about you and your goals, both personal and professional. We can meet over coffee (six feet away) or virtually via Zoom.

Don’t want to give your information online? No problem! Call (913) 345-1881.

Schedule a Consultation Today