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What to expect when working with us

Our mission is to get to know you and understand your financial needs and long-term goals and to be a resource for you through life's transitions. We partner with you to develop and implement a strategy that is designed to address your individual situation and aspirations.

When we say we want to get to know you at Espira Wealth Management, we mean you as an individual, not just your bank statements and financial accounts. We believe your value comes from who you are, along with your ideas, passions, and dreams - therefore your financial plan should reflect all the wonderful qualities that make you and your financial situation unique.

Change is inevitable, but you can count on us to be there when you need us. Which is why we believe that ongoing communication is crucial. It is our desire to build a long-term relationship with our clients so that we work together to adjust your financial plan as your needs change and your life unfolds.

At Espira, we are committed to taking the time to answer your questions, provide you with the level of service you deserve, and develop a financial plan that cultivates confidence and security for your future.  

How We Work

Intro Call

Brief call to introduce ourselves and mutually decide if we should schedule a Discovery Session.

Discovery Session

Identify your goals, values, aspirations, special concerns/challenges
and past experiences. We'll introduce our team and process.


Present your draft financial plan, along with our recommendations. Explore strengths, weaknesses, costs and benefits of alternatives to ensure your plan fundamentally aligns with your goals and values. Review our money management philosophy and the recommended investment strategy. 

Take Action

Open new accounts. Review analysis of current portfolio. Begin to conduct trades to execute agreed-upon investment strategy. Develop schedule for future review meetings.


Review initial statements and implemented recommendations from prior meeting. Set up online access and dashboard. Upload your plan to the "vault". 

Annual Review

Track progress toward goals. Discuss changes/rebalancing portfolios. 

Update/tweak financial plan and goals.