Master What's Next®
At Aspyre Wealth Partners®, we specialize in helping successful people Master What’s Next®. We partner with you to define further success, and formulate strategies aligned with WHAT IS MOST IMPORTANT TO YOU.
WE KNOW YOUR GOALS ARE NOT MERELY FINANCIAL. You have goals for family, career, business, relationships, health and well-being, growth and education, quality of life…and yes, you also have financial goals.
It all starts with defining what success means for you. Whether you need help refining one aspect of your financial life, or a fully aligned, comprehensive strategy, we can help you…MASTER WHAT’S NEXT®.
Ready to achieve your financial dreams?
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...
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.
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...