Financial Advisors and Career Coaches Helping You
Master What’s Next
True wealth is about living your best life with all the assets you hold. We partner with you to discover your aspirations and create a plan to help you achieve them – now and in your future.
How We Help
Feeling overwhelmed managing your career and busy life while staying on top of complex financial decisions? We offer an integrated approach.
Financial Planning
Clarifying what’s important to you, building a plan and helping to implement the plan. Monitoring for adjustments and keeping you on track to achieve your goals.
Career Planning
Like a training coach for athletes, helping professionals reach maximum potential with Executive Coaching and Career Coaching programs.
Investment Management
Tying your investment strategy with your overall career and financial plan. Helping you build and maintain a diversified portfolio that supports your goals.
Transitions
Life presents numerous and significant transitions…new job, marriage, divorce, loss of a loved one, and retirement. Assisting with the preparation and adaptation to changes, as well as the financial and career aspects.
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How We're Different
- Career, Finance & Life Integration
- Holistic Financial Planning
- Highly Customized for Your Goals
- Warm, Human Touch
- Fiduciaries Advising in Your Best Interest
- Fee-Only/Retainers
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LATEST NEWS & INSIGHTS
5 key tips for advisors on 529 college savings plans
Aspyre Wealth’s Jamie Bosse spoke to Financial Planning Magazine about common challenges she sees when helping clients with 529 plans. Jamie specifically addressed the difficulties that can arise with some plans when clients use 529s to fund K-12 private school. Using...
Age-Old Questions | Four Key Documents for Effective Estate Planning
Jamie Bosse, CFP® is featured in this episode of the Kansas City PBS "Age Old Questions" series. She walks you through key tips and shares important resources to ensure your estate plan will support your needs as you age Watch the Full Episode on YouTube.
Ready To Get Your Finances In Order?
Get in the game-day spirit this autumn. In her article for The Kansas City Star, Joni Lindquist, CFP® suggests approaching your money life like a football team. Hire coaches, Understand where you are and where you want to go, Build a playbook, and Practice new plays...
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