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OUR TEAM
A Financial Team That Cares
Every member of our team focuses on making our clients and their families feel comfortable when discussing financial decisions that can potentially be stressful and could have a great impact on their lives.
A Trustworthy Partner
OUR PROCESS
Expertise & Guidance
Open and Honest Discussions
We take the time to understand your personal and financial circumstances as well as identify any goals you may have.
Creating a Financial Picture
Once we have gathered your information, we will integrate your financial pieces into a comprehensive plan that maximizes your potential for meeting your life goals.
Having a Plan in Place
We present the plan to you and go over each of our recommendations. Your feedback is encouraged, and we can make any changes to the plan, if needed.
Making your Goals a Reality
After making sure each piece of the plan is in place, we continue to monitor your progress. We will keep in touch with you on any significant life changes that may impact your financial plan.
Our fee-only, non-commission approach means we have your best interests in mind.
CERTIFIED FINANCIAL PLANNERS®
Aspen Wealth Management employs only CERTIFIED FINANCIAL PLANNER® certificants, which means we have the experience and knowledge to effectively plan your financial future.