Jamie Bosse discusses her approach to helping her clients create a successful financial future. Jamie is a Financial Planner, author, and mother of four. She helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way. Jamie finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals. Jamie has a passion for mentoring and financial literacy and is the author of the children’s book series, Milton the Money Savvy Pup.Money Boss Mom is her first “grown-up” book targeted at helping parents in their 20’s, 30’s, and 40’s take control of their financial lives.
Listen to the interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-jamie-bosse-author-of-money-boss-mom-helping-young-parents-be-the-boss-of-their-financial-future/
Bosse explained that “With companies continually re-organizing and/or merging, it’s vital to understand your personal financial and career situation to make well-informed decisions as opportunities occur. Aspyre Wealth Partners can help you determine if you are on track to retire and reach your other goals. At Aspyre, we define “wealth” more comprehensively than most advisory firms. While wealth certainly includes financial capital (your income and investable assets) we believe human capital (your time, talents, and experience) is equally vital to defining your true lifetime wealth. For many, major life transitions—such as marriage, divorce, a promotion or other job change, job loss, the birth of a child, or the loss of a loved one—dictate the need for a new level of financial guidance. Whether you’re focused on excelling at your career while striving to achieve your personal and family dreams, planning for a pending retirement that supports your desired lifestyle, or are already retired and need to ensure a reliable, steady cash flow for the long-term, we can help you…master what’s next.”
About Jamie Bosse
Jamie works with clients to help them “Master What’s Next” by clarifying their goals, creating a financial plan, and taking action. Jamie helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way. She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals. She was chosen from a pool of about 1,000 nominees by a panel of reporters, editors, and other representatives of Investment News to receive the honor.
Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.
She holds a bachelor’s degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration. She obtained the Certified Financial Planner® certification in 2008. Jamie is an active member of the Financial Planning Association and International Association of Registered Financial Consultants and has served as a past board member and President of the FPA of Oregon and SW Washington. She is currently on the board for the Greater Kansas City chapter of the Financial Planning Association.
Jamie is enjoying life’s crazy adventures with her husband, four children, and pet corgi. They live in Manhattan, KS, and are big fans of BBQ and the K-State Wildcats.
Aspyre Wealth Partners® is a registered investment adviser whose principal office is located in Kansas. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. All clients are advised that it remains their responsibility to advise their financial adviser or Aspyre Wealth Partners of any changes in their investment objectives and/or financial situation. Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information is directed toward U.S. residents only.