INSPIRATION FINANCIAL PLANNING

Overview

Inspiration Financial Planning is an independent, sole-owner RIA organized as a limited liability company that focuses on individual and family clients. The firm combines financial planning with portfolio management and runs educational workshops; it also selects third-party advisers when appropriate. Fee arrangements include both percentage-of-AUM and fixed-fee engagements, and the firm manages client assets on a discretionary basis. Their stated asset allocation preference is equity‑centric, with the majority of client capital deployed into exchange‑traded equities and separate managed account structures. Inspiration Financial Planning is not positioned as an ESG investor and reports a narrow multi‑state footprint. As a capital allocator, the firm supplements core equity exposure with third‑party alternatives and uses annuities and mutual funds where they fit client objectives. The business model reads as a boutique wealth manager for a small roster of high‑net‑worth households, emphasizing direct equity holdings, hands‑on portfolio construction, and selective use of outside managers for non‑core strategies.

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