SERVICES & PRICING

You built the nest egg. Let's turn it into your paycheck.

You didn't spend decades building a career and saving diligently just to keep working because you're not sure if you can stop. You have a plan for what's next, more time, more adventure, more life on your own terms, and you're ready to trade the 9 to 5 for it. What you need is a clear, confident answer to one question: can I actually afford to retire, and how do I make my money last?

That's exactly what we do.

What's Included

One flat fee. One dedicated advisor. Everything connected.

  • Retirement readiness and income planning, turning your 401(k), IRAs, and other assets into a reliable, tax efficient paycheck that lasts as long as you need it to
  • Strategic tax planning, proactive planning around withdrawals, Roth conversions, and timing decisions that can meaningfully affect what you keep
  • Social Security optimization, helping you decide when to claim so you get the most out of a decision that's permanent once it's made
  • Risk management, evaluating what could disrupt your plan and the right insurance protection to guard against it
  • Estate planning coordination, working alongside your attorney to make sure your beneficiary designations, account titling, and overall plan reflect your wishes
  • Ongoing financial planning, a living plan built around how you actually want to spend your time, refined as your life unfolds
  • Cash flow management, a clear system for how money moves, so retiring doesn't feel like losing your paycheck
  • Investment management, a portfolio built to support your lifestyle, not just grow for growth's sake

You Don't Have to Figure This Out Yourself

You've spent your career being good at delegating, trusting the right people to handle the things you don't have time or desire to master yourself. This is no different. You bring the vision for your retirement; I bring the expertise to make it financially sound, tax smart, and sustainable. You shouldn't have to become a tax code expert or a retirement income specialist to retire with confidence. That's my job.

Simple, Transparent Pricing

$15,000 annually, billed quarterly in advance at $3,750 per quarter.

No percentage of your assets. No commissions. No incentive to keep you invested a certain way. As a fee only fiduciary, I'm legally and ethically bound to act in your best interest, always. You pay for advice, which means the guidance you get is built entirely around what's right for you, not what's profitable for me.

Ready to Find Out If You're Ready?

If you're a driven professional, typically with $1.5 million to $5 million in investable assets, wondering whether now is finally the time to step away from full time work, let's talk.

Schedule a Conversation

Frequently Asked Questions

That's the profile of client I work best with, but it's a guideline, not a hard cutoff. If you feel like your situation is a good fit, especially if early retirement and tax efficient income planning are top of mind, let's have a conversation and find out together.

Yes. I work with clients virtually, nationwide. Whether you're across town or across the country, you get the same level of attention through video calls, phone, and email, wherever you are.

No. There's no long-term contract locking you in. Fees are billed quarterly in advance, and you can end the relationship with 15 days' written notice. Any prepaid fee for the rest of the quarter is refunded pro rata.

I manage your investments for you. Your assets are held at Charles Schwab, an independent custodian, in accounts in your name, and I handle the day-to-day management so you don't have to.

A percentage of assets fee means your cost grows as your account grows, whether or not the work involved changes. A flat fee means you always know exactly what you're paying, and I'm never incentivized to manage your money a certain way just to increase my own fee.

Life changes, and so can your plan. If your circumstances shift significantly, we'll have an honest conversation about whether your fee still makes sense. Nothing changes without a direct conversation first.

Your accounts are held at Charles Schwab, and you'll have your own login to check balances, holdings, and activity anytime you'd like. I also provide a one page financial plan summary, updated annually, so you always have a clear snapshot of where things stand without needing to log into anything extra.

Schedule an introductory conversation. There's no cost and no obligation, just a chance for us to get to know each other and figure out if this is the right fit for you.

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