Today we’d like to introduce you to Helen Stephens.
Helen, please share your story with us. How did you get to where you are today?
After years in a variety of financial services firms, I started Aspen 6 years ago as an opportunity to approach financial planning differently. I wanted to have a firm that emphasized the client experience more than the products that were sold. Our clients are busy, intelligent and successful. As a fee-only firm, we provide them with a comfortable and trusted client experience without sales pressure or gimmicks. Female owned firms are a rarity in our industry; our firm has 3 female CFP(R) professionals. We did diversify and hire a man last year!
Great, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
Entrepreneurship is not for the weak! Certain business partners (people and technology partners) did not come through as promised. With that said, I’ve been amazingly blessed. No door has closed without an open window to climb through. Any business owner has to learn certain aspects “on the job”. I think, my road was made smoother by reaching out to others. I joined the Fort Worth Chamber and also became involved in professional planning associations. I have found that people are willing to help you figure out an issue if you just ask!
Aspen Wealth Management – what should we know? What do you guys do best? What sets you apart from the competition?
Aspen Wealth Management is an independent, fee-only financial planning firm. We are proud to offer comprehensive advice that removes client anxiety, through education and relationships that are based on trust and transparency. Our clients that go through our planning process feel confident, prepared and empowered about their financial futures. We are best known for our retirement planning and investment management. Because we have in-house tax expertise, many clients appreciate our thoughtful approach to more complex issues such as stock options planning and the selling of a business interest. Because we are a fee-only firm (as opposed to fee-based or commission-based), we receive no 3rd party compensation. We only work for our clients, helping them to make the best financial decisions possible.
Is our city a good place to do what you do?
Our city is a great place for a business like ours. Anyone looking to start in financial planning would find DFW, a terrific area in which to gain clients and experience.
Contact Info:
- Address: 4200 S. Hulen, Suite 422, Fort Worth, TX 76109
5004 Thompson Terrace, Suite 102, Colleyville, TX 76034 - Website: www.Aspenwealthmgmt.com
- Phone: 817-546-6353
- Email: helen@aspenwealthmgmt.com
- Facebook: https://www.facebook.com/aspenwealthmgmt/
- Twitter: @aspenwealthmgmt
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