My husband and I really needed financial help after a series of setbacks. I was scared of spending even *more* money, but decided to take the plunge to get a financial adviser. We needed help. My husband and I picked Aspire in 2012 after doing an extensive evaluation process, searching online, asking for recommendations, doing phone interviews with 6 or 7 different places, and some in-person interviews. The Aspire team was far and away the best choice for us.
Evor and Johnny are warm, friendly, non-judgmental and understand that there are a lot of emotions behind financial decisions (there's always a box of tissues handy!). Rather than starting with a lecture about overspending (which is what we expected), they started with some exercises to help us map out our life/financial satisfaction and goals, they helped us review our insurance policies, our estate plan, our taxes and worked with us on our whole financial picture. They gave us a new way to think about cash flow and budgeting in a gentle, progressive way. They helped us with questions like "how much should I increase my 401k vs increase my emergency fund". They have a network of experts in college planning, insurance, long-term care, and career advisory services, among others. We don't have them manage our portfolio, but we do pay their annual retainer fee (well worth it).
Thanks to Aspire, we have less debt, a better plan for our future and less emotional stress about money. We are still working on spending within our means, but they have been patient with us: encouraging, thorough, solution-focused and helping us along on the right track. During our meetings we can go from talking seriously about how to support our parent's in their old age to laughing about working on old cars. We feel very comfortable sharing our good, bad and ugly, and they are not fazed by any of it.
I'm surprised they don't have more reviews here, but I think most of their clientele is older and doesn't do the Yelp thing. I'd recommend the Aspire team to anyone looking for financial guidance to meet their life goals. read more