Aspen West, CFP®
Wealth CFO
Navigating The Path To True Wealth Is Clearer With Expert Advice.
With an unwavering passion to help clients reach their life’s potential, I put my clients life goals at the center of the conversation and help each client define what True Wealth uniquely means to them. I am honest, authentic, and tailored in my approach. I believe one of the most important aspects of my role is to simply listen. With this, I tailor comprehensive financial strategies that elevate my clients to achieve their life vision and aspirations faster and more effortlessly. I am here to celebrate clients’ accomplishments and push them when they need to get back on their path. Together, we can chart a brighter financial future.
I have a decade of industry experience and the honorable CERTIFIED FINANCIAL PLANNER™ (CFP®) designation which empowered me with the knowledge to provide the exemplary level of care and financial stewardship that clients need to successfully navigate today’s world. Nationwide, I specialize in working with Entrepreneurs, specifically Trades companies and Women owned businesses. I also love working with families and protecting the financial needs of minor children.
CLIENTS WE SERVE
Empowered Women
Business
Owners
Families
Gen X/Y
Our Tool Box
Integrated Financial Planning & Investment
Management Services
Budget/Cash Flow Planning
Employee Benefits Optimization
Goals-Based Planning
Tax Optimization
Retirement Planning
Divorce Planning
Risk Management
Divorce Mediation
Education Planning
Estate Planning
Debt Management
Investment Management
How We Serve and Advise You
Empowering Your True Wealth
Financial Assessments
Who it’s for:
- Hour Get Organized Meeting
- 1 Financial Roadmap Meeting
- Financial Roadmap with list of recommendations
- AssetMap w/ financial health Signals
- Ongoing access to our Forefront Client Dashboard to monitor your finances
This is not an ongoing engagement.
Foundational Wealth
Who it’s for:
- Single or married taxpayer(s)
- W-2 employee or self-employed
- Under $500k/year income
- Best for those already in the building years of their wealth journey that want ongoing engaging to accelerate True Wealth
Personal Family CFO
Who it’s for:
- Single or married taxpayer(s)
- Executives, Tech Professionals, or Consultants
- Over $500,000/year income or have significant equity compensation or already retired with a net worth above $2 million
- Best for those looking to address estate planning, advanced investment strategies, risk management, charitable planning, or creative tax strategies
What it includes:
- Introductions to CPA’s in our network
- Tax Projections and Advanced Tax Planning annually
- Ongoing collaboration with your professional team your, CPA and attorneys
Are You Confused About Your Financial
Life? We Can Help.
Navigating important financial decisions in your life can be a tricky task. There are often too many options to choose from, too much conflicting information, and too many confusing rules. We help you cut through the noise and make carving your own path to financial independence simple, fun, and anxiety-free.
To many options
to choose from
To much
conflicting info
To many
confusing rules
You’ll Build True Wealth Intentionally with Passion, Consistency, and Our Guidance
What Can You Expect
Working With Us?
A successful working relationship with a wealth advisor is built entirely on trust and total freedom to be completely honest, open, and humble with each other. We create a completely judgment-free zone, and while we take the work we do incredibly seriously, we also want our time together to be fun and enjoyable. It’s very exciting and rewarding when great progress is made and goals are accomplished!
An Overview of Our Planning Process
Expert Financial Advice to Help You Navigate Life’s Major Decisions
Empowering you from the Start and at Every
Curve, Pivot, and Challenge on your Journey
The Forefront Investment Philosophy
Simple, Powerful Approach to Investing
Powerful Insights
The Power of the Dollar-Cost Averaging in a Volatile Market
The Power of Compound Interest
Empowered Women
Secure Act 2.0 Notes and Highlights
The Importance of Exit Planning for Small Business Owners
Ready to Get Started?
Begin the process of connecting with a team to Protect, Grow and sustain significant long term wealth. We will visit with you whereever it is convenient, whether that be your home, our offices or over a zoom meeting.
