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 singles or couples who earn at least $100,000 per year, already have retirement accounts, and are looking for a thinking partner to optimize their finances.

$1,000 one-time
+ $295 per month
(four month package with option
for ongoing relationship)

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 (for ongoing arrangements)
Package Two

Retire

Best for couples who want to retire in the next 5 to 10 years and see value in receiving a professional set of eyes to help them retire on their terms.

$1,000 one-time
+ $395 per month
(four month package with option for ongoing relationship)

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 engaged delegators: Singles or couples, who are seeking financial planning PLUS delegating professional management of their hard-earned retirement accounts to a professional.

Up to $625 per month
($7,500 per year for clients with total investments of $1MM+)

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

  • Professional management of investment accounts
  • Flat pricing for clients with $1MM+ of investments 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

Too young to have retirement on your mind? Try our QuickStart plan

Best for individuals with little or no investment accounts but who still have large decisions on their mind like "rent vs. buy" and figuring out the best way to get started saving and investing.

Enjoy fiduciary, professional financial guidance and a straight-forward action plan focused on one or two main topics. 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:

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 advocate to safely guide you and 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!