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.