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Financial planning packages that help you retire with confidence

Achieve lifelong financial clarity and design the retirement you want.

Get transparent pricing with any of our packages.

Package One

Grow

Best for couples who earn at least $150,000 per year, already have retirement accounts, and are not business owners or partners.

$1,000 one-time
+ $295 per month

Includes all of the following:

  • Investment allocation recommendations
  • Tax return review and tax strategy
  • Insurance recommendations (life/auto/home/umbrella)
  • Estate planning guidance
  • Long-term retirement planning
  • Unlimited email and phone access
  • Year-round service calendar
Package Two

Retire

Best for couples who want to retire in the next 5 to 10 years and are not business owners or partners.

$1,000 one-time
+ $395 per month

Includes everything from Package One, plus:

  • Strategies for maximizing Social Security benefits
  • Planning for health costs before and after Medicare
  • Advanced investment strategies for wealth preservation
  • Guidance for charitable giving in retirement
  • Tax strategies, such as Roth IRA conversions
Package Three

Retire + Invest

Best for couples, including business owners or partners, seeking financial planning PLUS professional management of their hard-earned retirement accounts.

Up to $625 per month
($7,500 annually)

Includes all the financial planning services from Packages One and Two, plus:

  • Professional management of investment accounts
  • Flat pricing regardless of total account value managed
  • Pricing deducted directly from investment accounts
  • Attentive investment monitoring and proactive recommendations
  • Low-cost investment fund selection
  • Coordination of withdrawals and tax withholding
  • Proactive portfolio rebalancing
  • Quarterly performance reporting

Learn more about how we manage investments

Looking for a “lite” option? Try our QuickStart plan

Enjoy fiduciary, professional financial guidance and a straight-forward action plan. For a one-time price of $500, you get:

  • A two-hour meeting focused on your financial priorities – any subject is fair game!
  • A financial planning essentials checklist that addresses your unique life goals
  • A meeting recap that summarizes our discussion and highlights action items

All of our packages include these valuable benefits:

Clear, flat-rate pricing that protects you from investment fees, percentage-based advisor compensation, and advisor commissions

A thinking partner for retirement planning

A clear, forward-looking vision for your financial life

Financial optimization that you couldn’t accomplish alone

An advocate to protect you from 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!