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FINANCIAL PLANNING

Work with a CERTIFIED FINANCIAL PLANNER™ professional in person, through video chat, or over the phone to create a financial strategy that achieves your goals. Enjoy the confidence that comes from having a professionally crafted financial plan and gain peace of mind with an on-going relationship that supports you in life’s biggest moments.

"Are the habits you have today on par with the dreams you have for tomorrow?"

– Alan Stein

To ensure success, transparency and accountability, we break our process into three phases:

DISCOVER • DEVELOP • DRIVE

DISCOVER

Discuss what you are looking for in a financial partnership

Have you ever asked yourself:

  • Am I saving the right amount?
    • Am I taking the right actions to prepare for a down payment, have kids, save for college, become financially free?
  • Can I afford this?
  • How can I make more money?
  • Can I keep more of what I’m already making?
  • How do I compare to others in my situation?
  • Am I ready to launch my business?
  • Am I using the right accounts?
    • Roth, Traditional, or combination?
    • What is a Roth?
  • Am I investing an appropriate amount, in the right investments?
    • Should I use mutual funds, ETF’s, or stocks? Why?
  • What should I be doing with my stock options?
  • Where do I start?

Sound familiar? These are just some of the many questions we help members answer.

Determine your “why”
Explore goals based on personal financial situation
Define what success looks like in 5 years, 10 years, and 30 years
Identify concrete opportunities for financial growth that align with your priorities and values

DEVELOP

Develop an individualized financial plan, including investment strategy and career analysis, that aligns with your goals and values identified in the Discover phase
Collaborate with other advisors as appropriate (accountant, lawyer, insurance broker, real estate agent)
Create a communications plan outlining key milestones, frequency of touch points and level of detail in reporting

DRIVE

Ongoing collaboration provides actionable next steps with accountability and transparency
Report on status, successes and outstanding items against milestones outlined from previous phases
Peace of mind as we update and align your plan with your evolving life

Pricing that fits your lifestyle

Driven Member: Personal financial plan and on-going partnership

Starting at 149
Mo
Includes individualized financial plan and ongoing partnership with a CFP® professional to ensure you remain on track to live your best life.

Specific amount determined by complexity of plan.

Partner/spouse included in planning process receives 50% off their rate.

All current and former military and first responders receive 25% off their rate.  Thank you for your service.

Jumpstart Plan

225
plan
Not ready for an on-going relationship? Only have a few specific questions?

Pick one item from below and work with a CERTIFIED FINANCIAL PLANNER™ professional to ensure your answers are personalized.

  • Cash Flow Planning
  • Debt Analysis
  • 401k Review
  • Employee Benefits

 

If you transition to a Driven member, your Jumpstart Plan fee will be applied towards your membership.

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