Clients of Aspire Planning Associates may access the following sites through the links* below:
 

  • Single sign-on

  • Performance reporting

  • Account activity

  • Cloud storage with ShareFile

 

  • View and upload files

  • Review financial planning tasks and action items

  • Access saved and secure documents

  • Estate plans, insurance policies, tax returns, and other important documentation


  • Access your financial planning scenarios and outcomes

  • View consolidated assets

  • Current net worth

  • Retirement projections, etc.


  • View brokerage balances

  • Account activity

  • Statements and tax documents

  • View and update personal information and preferences regarding your account(s)


  • Create and manage your budget and cash flows

  • Model future spending scenarios and expense buckets

  • Model future income paychecks


  • Link your personal accounts such as 401(k)s at your employer

  • Link any external accounts that Aspire does not manage directly