Comprehensive financial planning with integrated investment management

One flat annual fee covers retirement and financial planning with investment management included. Whether you prefer hands-on collaboration or fully delegated management, we handle the work, and the fee stays flat.

Work-optional transition planning: Design sabbaticals, pivots, phased retirement, or full retirement.
Multi-year tax strategy: Plan Roth conversions, manage tax brackets, and reduce lifetime taxes.
Retirement income planning: Turn investments into reliable income. Map how cash flow works across Social Security, portfolios, retirement accounts, business equity, RSUs, and other sources.
Investment management & account coordination: Build, monitor, and rebalance evidence-based portfolios. Align taxable, pre-tax, and Roth accounts for tax-efficient savings and withdrawals. Values-aligned (ESG/SRI) strategies are available.
Real estate decisions: Evaluate downsizing, keeping a primary home, rental property decisions, or using home equity as part of your plan.
Healthcare & longevity planning: Prepare for ACA coverage, Medicare transitions, IRMAA thresholds, and longer retirement timelines.
Values-aligned financial strategy: Translate priorities (time, flexibility, impact, family, or community) into actionable financial decisions, including giving strategies, caregiving support, and legacy planning.
Ongoing guidance: Year-round access for questions, plan adjustments, and collaboration as your life and priorities shift.

Price: $6,000-$12,000/year, billed monthly or quarterly

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Project-Based Financial Planning

Need clarity on a specific question or stage of life? Project-based financial planning offers structured, objective analysis to support an important decision without committing to ongoing planning.

Focused scope: One clearly defined question, decision, or transition.
Decision analysis: Evaluate options such as a sabbatical, early exit from work, or another major financial shift.
Investment or tax review: Targeted analysis of a portfolio allocation, risk, or tax strategy ahead of a significant move.
Retirement readiness assessment: Evaluate whether you’re on track for a work-optional retirement, including timing, tradeoffs, and key risks to address next.
Actionable roadmap: Clear guidance you can implement independently.

Price: $4,000-$8,000 per project

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Who We’re a Perfect Fit For:

Intentional professionals, age 50+, ready to explore the next chapter
Approaching or navigating a work-optional transition: sabbatical, career pivot, or retirement

Seeking a values-aligned, flat-fee fiduciary relationship
Looking for a thoughtful partner who listens, explains the “why,” and supports confident decision-making.

Choose ongoing partnership or project-based planning, both with transparent flat-fee pricing

Comprehensive financial planning with integrated investment management

Project-Based Financial Planning

Who We’re a Perfect Fit For:

Retirement isn’t a deadline. It’s a design decision.

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HOURS

PHONE

Choose ongoing partnership or project-based planning, both with transparent flat-fee pricing

Comprehensive financial planning with integrated investment management

PACKAGE INCLUDES

Project-Based Financial Planning

PACKAGE INCLUDES

Who We’re a Perfect Fit For:

Retirement isn’t a deadline. It’s a design decision.

ADDRESS

HOURS

PHONE