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Into and Through Retirement

Retirement is only the beginning. Don’t settle for a generic plan that lumps you in with an age group. Work with a CERTIFIED FINANCIAL PLANNER™ professional to design your plan and enjoy peace of mind into and through retirement as we partner with you along the way.

Whether You've Worked With An Advisor Before, Or Are Just Getting Started

Schedule your free consultation today and find out what makes Driven different.

What You'll Gain

  • Clarity around your goals and priorities
  • Individualized financial plan 
  • A partnership for accountability and collaboration
  • Financial education & empowerment
  • Improved comfort and confidence with money
  • Financial scenario modeling, including “what if” answers
  • Peace of mind into and through this next chapter

What We'll Cover

  • Will our family be ok?
  • Can we afford to stop working?
  • Will our money last?
  • Are our investments appropriate?
  • Can we generate more income?
  • Do we have the right insurance?
  • Can we afford to move?
  • Should we downsize?
  • Can we afford to help our kids? Our grandkids? Our parents?
  • How do we handle our minimum required distribution?
  • Can we be paying less in taxes?
  • How should we gift to charities?

What's Included

  • Three in-person or virtual meetings for personalized financial plan creation
  • Actionable next steps and implementation support
  • Ongoing collaboration throughout the year (1-3 in person or virtual meetings)
  • Advisor email and phone access for any questions between meetings
  • Annual report on status, successes and outstanding items against milestones outlined from previous phases
  • Continued partnership as we update and align your plan with your evolving life

Driven Membership

Starting at
1%
of assets being managed
Price is negotiable depending on complexity.

Current and former military and first responders receive 10% off their rate. Thank you for your service.

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