Services

A One‑Time Comprehensive Plan

Perfect for DIY investors and confident self‑managers

This option is ideal if you want a clear, actionable roadmap you can implement on your own. We’ll dig into your full financial picture: retirement timing, withdrawal strategy, tax planning, healthcare before Medicare, investment allocation, and the lifestyle you want to build.

You’ll walk away with a written plan that gives you clarity, confidence, and a step‑by‑step path toward your best life.

Fee: $7,000. Billed half up front, half upon completion.

Ongoing Advice & Partnership

For people who want ongoing guidance, tax strategy, and investment management all included

If you’d rather spend your time living your life instead of trying to master every line of the tax code or track every investment nuance, this option is for you.

After we build your initial plan, we’ll meet 3–4 times per year to stay aligned on:

• Tax planning and withdrawal strategy

• Investment management (included at no extra charge)

• Rebalancing and portfolio updates

• Gifting and charitable strategy

• Healthcare and ACA planning

• Estate planning coordination

• Life changes, sabbaticals, part‑time transitions, or new opportunities

You’ll also have access to me between meetings whenever questions or decisions come up. This is a true partnership. I’m here to help you navigate your life with clarity and confidence.

Fee: $750 per quarter. Billed in arrears at the end of each quarter via credit card or ACH.

Which option is right for me?

Choose the One‑Time Plan if you:

• Prefer to manage your own investments

• Want a clear roadmap you can execute independently

• Enjoy DIY financial planning with expert guidance upfront

Choose Ongoing Advice if you:

• Want a long‑term partner to help you navigate early retirement, sabbaticals, or part‑time work

• Want investment management included at no extra cost

• Prefer proactive tax planning and ongoing support

• Want someone in your corner as your life evolves