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

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
PREMIUM ADD-ON: Trust, wills, all estate planning documents

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 a discovery call today!