of assets being managed
Price is negotiable depending on complexity.
Current and former military and first responders receive 25% off their rate. Thank you for your service.
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 my family be ok?
- Can I afford to purchase X?
- Retirement income optimization
- Passive income stream analysis
- Investment management: strategy to match plan with on-going oversight and monitoring
- Insurance review
- Tax savings ideas
- Elder care strategies
- College planning
- Estate plan review
- Charitable gifting strategies
- 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