Retire With Confidence & Clarity
Transparent, Conflict-Of-Interest-Free Pricing.
No Commissions. No Revenue Sharing.
Attn: For the rest of 2025, we will not offer one-time plans.
Professional Management
Ongoing Financial Planning & Investment Management
Best for those who see the value of ongoing proactive financial planning and investment management. The all-in-one fee is based on asset size.
Minimum Asset Size of $750,000, depending on financial planning complexity.
Investment Management at Charles Schwab
First $750,000 – 1.25%
Next $1,250,000 – 0.40%
Next $8,000,000 – 0.25%
Over $10,000,000 – 0.10%
Everything included with Build and Retire and:
- Tailored investment management by a CFA
- Access to low-cost investments
- Access to Donor Advised Funds (DAFs)
- Access to Separately Managed Accounts (SMAs)
- Access to Alternative Investments
- Proactive tax and risk planning
- Portfolio Rebalancing
Build
$4,500
Attn: For the rest of 2025, we will not offer one-time plans.
One-Time Financial Planning
3-Month Engagement
Best for working families (like mine!) looking for an expert to help them make the most of what they have to meet short and long-term goals.
After a one-time plan, an ongoing subscription service is available, generally for 80% of the one-time plan cost.
Includes all the following:
- 3-5 step planning process
- Behavioral coaching
- 3-month unlimited access to a CFA and CFP
- Employer benefit review
- Investment analysis and basic recommendations
- Equity Compensation and deferred compensation review and integration
- College planning & 529 recommendations
- Goal planning (long-term care, college, vacations, retirement)
- Cash flow & debt management
- Estate planning review
- Insurance & risk review
- Tax planning
Retire
$6,200
Attn: For the rest of 2025, we will not offer one-time plans.
One-Time Financial Planning
3-Month Engagement
There are no do-overs in retirement! The Retire package is best for those nearing or in retirement who want clarity and confidence around their retirement decisions.
After a one-time plan, an ongoing subscription service is available, generally for 80% of the one-time plan cost.
Includes everything included with Build and:
- Maximizing Social Security
- Medicare analysis
- Long-term care analysis
- Income production and wealth preservation
- Minimizing taxes and use of Roth
- Legacy and gifting
- Managing Required Min Distributions (RMDs)
