Insights During Uncertainty
Change can be overwhelming. Losing a job. Taking on a promotion. Even making an intentional career pivot can be hard because you are planning and executing a significant change in your professional life where the outcome is uncertain.
Transitions themselves create uncertainty. You want a second opinion. You seek insights from someone who knows what you don’t know. You would prefer a detailed plan and clear directions, knowing what decisions to prioritize along the way.
One strategy we offer during transitions is Decision-Free Zones. Learn about it in this 3-minute video from Aspyre principal Jessi Chadd, a Certified Financial Transitionist, on how to ease overwhelm during times of uncertainty.
We start with You, Not your money
At Aspyre Wealth Partners®, we start with where you are and where you are going. We are financial planners, wealth advisors and executive / career coaches who support you on your journey, where money is a tool.
- We work with you to create a custom financial plan; then we help with accountability
- Your custom financial plan provides focus especially when changes create dissonance
- Reach your goals and minimize the impact of uncertainty
- Partner with us to create a strategic plan to guide you
Manage Change With a plan
During transitions, things can be constantly changing and it can become unsettling. We partner with you to anticipate what’s ahead, both the opportunities and roadblocks, so you can make informed decisions.
Together we formulate and implement strategies to help you reach your goals by creating outcomes-based plans. And as things change, as they inevitably will, we help you stay on track. As adjustments are required, we help you evaluate the options and see more clearly based on a broad experience base.
Fee-Only FiduciarY FIrm
We are a fee-only firm with credentialed fiduciaries who take action based on what’s in your best interest. Our only source of income is from clients paying us. We don’t make commissions by selling you products or making trades to earn revenue.
At Aspyre I leverage our shared networks to connect people. My “why” is helping people become the best version of themselves so they might achieve extraordinary results. Many times I find we are one connection away from who we need to meet.
In my work at Aspyre I serve clients who are ready to refine their goals and develop outcomes-based plans to achieve them. I also seek out business partners who can help us, much like the African proverb: “If you want to go fast go alone. If you want to go far go together.”
Prior to joining Aspyre I spent 25 years as a CEO, business leader, and producer. In 2008, I was honored to be recognized by Ingram’s Magazine as one of Kansas City’s Most Influential Women. My success has always come from helping others achieve their goals.
I live in the Kansas City area with my husband, Jim. Outside of work you will likely find me with family or friends, enjoying golf or working on a project.
Let’s talk about Your Goals – And create a plan to get there
You should hear from us within 24 hours.
Aspyre Wealth Partners®
We define “wealth” more broadly than your investments. While wealth certainly includes financial capital, we believe your human capital (your time, skills, and experience) is equally vital to your true lifetime wealth. How you leverage these assets is where we can help.
Timing matters. For many, major life transitions—marriage, divorce, a promotion or job change, job loss, the birth of a child, or the loss of a loved one—dictate the need for a new level of financial guidance. Whether you’re excelling at your career, striving to achieve your dreams, planning for financial independence, or are already retired and need to ensure a reliable, steady cash flow, we are here to help you…Master What’s Next®.