405 SW Waterfall Ct
Lee's Summit, MO 64081
Training: EVOKE® Life Planning Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Retirement transition planning, investments, tax reduction strategies, estate planning, insurance, money-saving strategies, life-planning, etc.
About My Practice
At NextGen Wealth, we specialize in working with individuals who are within 5 years of retirement. We've been in business since 2014.
About Clint Haynes
As a foremost Retirement Transition Specialist and the founder of NextGen Wealth, Clint Haynes is an expert in guiding couples and singles as they navigate the myriad challenges of retiring: financial, physical, mental, and emotional. Clint has been a CERTIFIED FINANCIAL PLANNER™ since 2001, loves to golf and travel, and is a total craft beer dork. He lives in Lee's Summit, Missouri, with his incredible wife and daughter.
We help individuals who are within 5 years of retirement. Let's face it, for some, the transition to retirement can be relatively seamless. For others, it can really be a struggle to make the adjustment. The unknowns of what retirement will look like and how best to transition into it can be scary. However, it’s important to know that it’s completely normal and we’re here to help. We help individuals just like you craft a truly comprehensive retirement transition plan that not only covers your finances, but also prepares you for the mental, social and physical/health changes that will happen as well. We’ll help you create a plan that addresses each of those areas as they are all vital for helping you live your best retirement.
Within 5 years of retirement with at least $500,000 in retirement and investment accounts.
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