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 * Contact Us




YOU DESERVE TO LIVE AN AMAZING LIFE. OUR GOAL IS TO HELP YOU GET THERE.

Take the first step.

Discover
Dream
Achieve


WHO WE SERVE.

Our goal is to empower women to feel confident in their financial future. With
that intention, we do our best work in the following situations.

 * In Transition
   
   We help women who find themselves suddenly single from death or divorce. Our
   process allows you time to make critical decisions as well as the support to
   understand why you are making them. Learn More

 * Independent
   
   We help professional women and those who have moved forward from their
   transition and are looking for guidance and partnership on the achievement of
   their long term financial goals. Learn More

 * Committed
   
   Couples where both partners take an active role in the process. After all,
   each person has their own goals and dreams! Learn More


YOUR ASPIRATIONS. OUR SOLE FOCUS.

At Aspire Planning Group, we help our clients live their fullest lives. We start
by understanding your needs, your goals and your current situation. And we
partner with you in creating customized financial strategies that are simple,
actionable and results-focused.


Count on us to help you pursue your aspirations for today and tomorrow. We’ll
help you navigate life’s major transitions (like divorce, or loss of spouse, or
retirement). We’re there for you when you choose a new path (like starting or
selling a business or moving your family to a new city). And you can trust us to
prepare you for the future. Whether you’re dreaming of financial independence,
college savings, estate strategy, or meaningful vacations with those you love,
we can create a plan to help you on your journey.


Aspire Planning Group is a firm where clients come first, and where financial
planning is very personal, very professional and totally client-centered. We’d
love to get to know you.

Lets Talk!


MEET YOUR TEAM


GRAYSLAKE

JULIE HUPP, CFP®, MBA

President

(847)231-0990

(847)231-0991

julie.hupp@aspireplanninggroup.com



CONNIE GROSS

Administrative Manager

(847)231-0990

(847)231-0991

connie.gross@aspireplanninggroup.com



CINDY MITTLESTAEDT, CFP®

Associate Advisor

(847)231-0990

(847)231-0991

cynthia.mittlestaedt@aspireplanninggroup.com



SUCCESS IS NEITHER MAGICAL NOR MYSTERIOUS.  SUCCESS IS THE NATURAL CONSEQUENCE
OF CONSISTENTLY APPLYING BASIC FUNDAMENTALS.

- Jim Rohn

WITHOUT LEAPS OF IMAGINATION OR DREAMING, WE LOSE THE EXCITEMENT OF
POSSIBILITIES.  DREAMING, AFTER ALL, IS A FORM OF PLANNING.

- Gloria Steinem

LIFE IS NOT MEASURED BY THE NUMBER OF BREATHS YOU TAKE BUT BY THE MOMENTS THAT
TAKE YOUR BREATH AWAY.

- Maya Angelou



SUCCESS IS NEITHER MAGICAL NOR MYSTERIOUS.  SUCCESS IS THE NATURAL CONSEQUENCE
OF CONSISTENTLY APPLYING BASIC FUNDAMENTALS.

- Jim Rohn

WITHOUT LEAPS OF IMAGINATION OR DREAMING, WE LOSE THE EXCITEMENT OF
POSSIBILITIES.  DREAMING, AFTER ALL, IS A FORM OF PLANNING.

- Gloria Steinem

LIFE IS NOT MEASURED BY THE NUMBER OF BREATHS YOU TAKE BUT BY THE MOMENTS THAT
TAKE YOUR BREATH AWAY.

- Maya Angelou



SUCCESS IS NEITHER MAGICAL NOR MYSTERIOUS.  SUCCESS IS THE NATURAL CONSEQUENCE
OF CONSISTENTLY APPLYING BASIC FUNDAMENTALS.

- Jim Rohn




OUR SERVICES

Our goal is to help empower you to feel confident in your financial future.


FINANCIAL PLANNING

The best way to achieve your goals is to start planning for them today.

Learn more


INVESTMENTS

Your investments should work for you so that you can pursue your goals.

Learn more


TRANSITION PLANNING

When you aspire for more clarity of your finances after a divorce or death, we
are your partner.

Learn more


WANT TO BE SMARTER WITH YOUR MONEY?
JOIN OUR MAILING LIST AND GET NEWS AND INFO TO SUPPORT YOUR FINANCIAL NEEDS.

Name
Email
Address
Phone
Newsletter Sign Up
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CONTACT


CALL

Office: (847)231-0990

Fax: 847-231-0991


VISIT

960 Harris Rd.

Suite 2B

Grayslake, IL 60030


CONNECT

Send an Email



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information. The information in this material is not intended as tax or legal
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regarding your individual situation. Some of this material was developed and
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Copyright 2024 FMG Suite.



Investment advice offered through Vertex Planning Partners, LLC, registered
investment advisors. Aspire Planning Group LLC is a d/b/a of Vertex Planning
Partners, LLC.