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 families with household income of at least $150,000 per year, who already have investment accounts, and are looking for a thinking partner to optimize their finances.

$3,500
Initial Plan

Includes all of the following:

  • 3-month initial planning experience
  • Unlimited email and phone access
  • Long-term retirement plan trajectory
  • RSU and stock options analysis
  • Investment review including 401(k), 403(b), and TSP accounts
  • Tax-saving opportunities
  • 529 College savings strategies
  • Pay statement review and cash flow optimization
  • 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.

$5,000
Initial Plan

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.

Enjoy custom flat pricing
starting at $7,500 annually

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
  • Pricing deducted directly from investment accounts
  • Low-cost investment fund selection
  • Enjoy flat pricing that does NOT rise as account values grow
  • PREMIUM ADD-ON: Annual tax return filing
  • COMING SOON: Trust, wills, all estate planning documents

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!