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


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.

Initial Plan

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


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

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


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

Enjoy custom flat pricing
starting at $2,500 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
  • 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!