Financial Planning
What’s involved
Cash Flow & Balance Sheet Analysis
Understand how your income is allocated and how to optimize it. Have a visual of your personal balance sheet to get a clear picture of where you stand today.
Investment Analysis and Strategy
Get insight into your current investment allocation and identify potential risks. Build a portfolio strategy that aligns with your goals, risk tolerance, and timelines.
Retirement Planning
Understand your current plan options, outline your retirement goals, and work together to compile a contribution strategy designed to reach your objectives.
Tax Strategy
Receive tax planning strategies and insights to limit tax impacts on investment growth and deepen conversations with your CPA.
College Savings
Optimize college savings plans and develop tailored strategies designed to build savings sustainably over time.
Risk Management
Risk tolerance and capability assessment, plus an existing insurance coverage review to identify any potential vulnerabilities.
Equity Comp Strategy
RSU, ISO, NSO, ESPP review and planning built into your financial plan. A critical piece to the puzzle, not an afterthought.
Employee Benefits
Ensure you're taking full advantage of the benefits your company offers you. Company match, HSA, FSA, Roth 401k, to name a few.
Estate Planning
Existing estate plan review to ensure alignment with your goals, with the option to modify or create a new plan from scratch.
01
Dive Deep
The foundation of a strong financial plan starts with discovery. Work with your advisor to understand your complete financial picture including your personal balance sheet, investment allocations, taxes, equity comp, company benefits, insurance coverage and existing estate plan. Financial clarity begins here.
02
Prioritize & Build
Define the goals and priorities that mean the most to you so we can build a tailored financial plan. Investment strategy, retirement planning, education funding, tax and estate considerations, risk management, equity compensation, and company benefits reviews all fall within our wheelhouse.
03
Implement
Utilize the plan to implement a cohesive investment strategy in line with your goals, support tax planning conversations with your CPA, and make better informed financial decisions. As your financial picture and priorities change, we're there to reasses and readjust the plan so you're tracking to what matters most.
Who is financial planning for?
Early-to-mid career professionals
Women building wealth during their high-earning years — navigating career breaks, equity compensation, salary changes, home purchases, tax optimization — and those who want a plan that keeps pace with their life.
Couples and families planning together
Couples and families coordinating finances across two incomes — compensation changes, education planning, large purchases, inheritance — with the goal of creating long-term security and a defined plan to get there.
Flat-fee, dedicated planning relationship
Women, couples and families seeking a long-term financial planning relationship with a dedicated advisor. One point of contact for every question and conversation. Transparent, flat-fee pricing.
Pricing
Ongoing, Project-Based, or Hourly Financial Planning
Understand your financial picture, goals, and how to get there with three different pricing options to fit your needs.
Ongoing
Starting AT
$2,500
annually for individuals
$3,200
annually for couples
Ideal for clients with evolving or complex financial situations and those who would like to update their plan throughout the year. This option includes unlimited calls, emails and meetings with the advisor for all your money questions. Billed monthly.
Project-Based
Starting At
$2,000
for individuals
$2,700
for couples
Ideal for clients who want to understand their financial picture via a one-time financial plan, but don't require ongoing support. This includes unlimited calls, emails and meetings with the advisor up to final plan delivery (typically 90 days).
Hourly
Hourly rate
$225
Ideal for clients who are seeking customized financial planning that does not fall within the scope of the Ongoing or Project-Based options. For example, a client seeking only equity compensation planning or an individual with fluctuating income who wants a plan to save for their first home purchase.
Want to learn more?
Book a consult
© 2026 Driven Wealth, LLC
Advisory services are offered through Driven Wealth, LLC, an investment adviser registered with the state of Colorado. Advisory services are only offered to clients or prospective clients where Driven Wealth, LLC and its representatives are properly registered or exempt from registration.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “as is” and without warranties either expressed or implied and the information may not be free from error. Your use of the information provided is at your sole risk.