Todd Burkhalter

Florida • Georgia

Application form

REAL Application

Application form

CORE Fund Application

Todd Burkhalter's Bio

The past 25 years of my career has been spent consulting with business owners regarding how their business finances intersect with their personal finances; Drive Planning is designed to serve our clients in a fresh and even better way. Drive Planning is a culmination of my years of education in business. Within just a few hours our process provides a new confidence to our Members regarding their personal financial state, as well as a definitive plan for the future. A new lens for creating Contractual Wealth provides a predictable and understandable prescription for future success.

  • Family
  • Traveling
  • College Football
  • Golfing
Work History
  • Chief Executive Office – Drive Planning
    2014 – Present
  • Contributing Author – Financial Planning Magazine
    2012 – Present
  • Catalyst Wealth Management – Managing Partner
    1997 – 2013