Financial planning experiences that help you retire confidently

Achieve financial context, clarity, and design the retirement you want.

Get transparent pricing with any of our experiences.

ideal for families

Grow

Best for those with household income of at least $250,000 per year, who already have investment accounts, and are looking for a thinking partner to optimize their finances.

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$4,800
One-time

Includes all of the following:

3-month initial planning experience

Unlimited email and phone access

Employer benefits review and cash flow optimization

RSU and stock options guidance

Digital assets guidance (Yes, I speak crypto!)

Tax-saving opportunities

Investment review including 401(k), 403(b), and TSP accounts

529 College savings strategies

Long-term retirement plan trajectory

Debt management recommendations

Most popular

Retire

Best for couples with retirement on their mind (or already retired) who see value in receiving professional advice to help optimize irreversible retirement decisions.

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$6,400
One-time

Includes everything from Grow, plus all of the following:

3-month initial planning experience

Advanced investment strategies for wealth preservation

Maximizing your Social Security benefits

Tax strategies: Roth IRA conversions and reducing Medicare taxes

Retirement cash flow analysis

RMD planning and withdrawal strategies

Optimizing health care plans before and after Medicare

Guidance for charitable giving in retirement

best overall value

+Invest

Ongoing financial planning PLUS investment management for Clients who have completed either the "Grow" or "Retire" planning experience.

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Enjoy transparent pricing
starting at $3,000 per quarter

Includes everything from Grow or Retire, plus the following:

Professional management of investment accounts

Attentive investment monitoring and proactive recommendations

Disciplined portfolio rebalancing

Quarterly performance reporting

Coordination of withdrawals and tax withholding

Proactive tax reduction ideas

Pricing deducted directly from investment accounts

Low-cost investment fund selection

Enjoy transparent pricing that is NOT percentage-based

Referrals to CPAs, Estate Attorneys, Insurance Brokers

Click here to learn about your Ten Talents planning experience

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All of our experiences include these valuable benefits:

Transparent pricing that protects you from hidden investment fees

A thinking partner for retirement planning

A clear, forward-looking vision for your financial life

Financial optimization that you couldn’t accomplish alone

An expert retirement guide to help you avoid common, but costly, financial missteps

Candid, trustworthy financial advice that isn’t clouded by the motivation to sell you financial products

Technical expertise combined with emotional sensitivity to financial decisions

Confidence that your retirement plan will result in the lifestyle you envision for yourself

Ready to discuss financial planning and investment management?

Book an introductory call today!

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