Short-term Flat Fee Engagements
✓ Currently Accepting Clients
Price: $8,000
Payment to be collected in two installments, the first prior to the beginning of services. Final payment is due before the delivery of a draft Retirement Policy Statement.
A short-term flat fee engagement may be right for you if you’re not looking for asset management services, and you’d like a little help with questions such as:
When can I retire?
Do I have enough?
Will I be OK?
How much is enough?
Will I run out of money?
What kind of lifestyle can I afford?
What are the risks and how should I prepare for them?
What am I missing?
How will I create my paycheck?
How should my assets be allocated?
We’re here for you. Our short-term engagements offer a personal collaboration with one of our Agile Retirement Management® planning experts to develop a plan tailored to your unique vision of retirement. Over a series of Zoom meetings, we will walk through our comprehensive ARM planning methodology, guiding you through the stages of creating a Feasible, Resilient, and Optimized retirement plan.
Once our work together concludes, you will be equipped with the following:
Your Retirement Policy Statement
A summary of your retirement plan and the decisions we made:
Your primary guide as your retirement unfolds
Recommends portfolio adjustments to best align with your goals
Outlines a Cash Flow Plan - how to pay for retirement by account
Your Retirement Plan
A comprehensive document that:
Aligns your values and retirement desires with your resources
Captures the feasibility of your plan
Assesses the resilience of your plan using stress-tests against bad market returns, higher than expected inflation, living longer than expected, or premature death
Your Success Checklist
A list of action steps to ensure your plan’s success:
Now
Monthly
Quarterly
Semi-Annual
Annual
Milestones
Our mission is to help you rock life in retirement. Once the first iteration of your plan is complete (remember, with an agile plan, it’s always a work in progress), we’ll schedule a 60-Day Follow Up to answer your questions and help in any areas you’re feeling stuck.
Long-term Asset Management, Project Management & Planning
Accepting Clients February 2025
A long-term client relationship may be right for you if you’re looking for asset management services and a trusted guide to walk alongside you in creating your retirement plan. The first step is a quick, no pressure conversation to determine if we are a good fit to work together. Select a time that works for you by clicking the button below.
Watch Roger’s video series below to find out why ARM is the best way to plan for retirement:
The 5 Principles of Agile Retirement Management®
1. Accept uncertainty as a healthy part of the equation.
The word "assume" gets a bad rap for a good reason. Rather than try to foresee every eventuality and create an all-encompassing plan for an unpredictable future, ARM focuses on the items within our control.
2. Collaboration gets better results.
You know your life. We know how to guide people into and through retirement planning, including enlisting the help of subject matter experts when needed. Together, we can create a meaningful strategy that also makes sound financial sense.
3. Flexibility helps you flourish.
ARM helps identify the necessary short-term changes in the most efficient, effective, and responsive way we can. Adjusting quickly to life's financial curve balls helps you stay in the game—and knock the occasional one out of the park.
4. Priorities define the big picture.
With so many intimidating, pressing financial decisions to consider, it's easy to muddy the waters with options. By being clear on your priorities, you can keep the big picture in focus and remove the doubt of missing out.
5. Communication is key.
We’re committed to making sure your life, your investments, and your goals are aligning for your best retirement. And while it would sure be handy if we could read your mind, we try for the next best thing by keeping our communications frequent, transparent, and actionable.