Retirement Planning & Fees
Every engagement starts with a written plan.
Process
Introductory call → written plan → execute, on your own or with ongoing management.
The plan
Withdrawal sequencing, taxes, investments, and 12–24 month action steps. One-time flat fee, quoted in writing before any work begins.
Ongoing management
Optional. Tiered percentage of assets under management.
Structure
Fee-only. No commissions, no product sales.
Typical client
$2M – $20M in portfolio assets, or household income above $300K.