You Nailed the Saving. Let’s Not Screw Up the Spending.
We help you plan – with less stress and fewer taxes.
One Hour Consulting Call – $495
Stop Googling. In this session, we’ll walk through your key retirement income questions and give you real clarity—no number crunching required. It’s a low-risk way to test-drive expert guidance before committing to a full plan. It’s meant for questions like:
Where do I even start?
What am I supposed to know?
Am I too late – is there still hope?
Can you please shortcut this for me?
Can a pro just give me the right answers?
How it Works
Book Your Call – Choose a time that works for you using the “Book Now” button.
Get Prepped – You'll receive an email with a few simple questions—reply at your convenience (at least 24 hours before the call).
Have the Call – Ask anything—this is a judgment-free zone. We’ll focus on clarity, not complexity.
Get the Follow-Up – After the call, you’ll receive a recording, transcript, and any relevant resources.
3-Year Drawdown Strategy – $3,000
Take the guesswork out of retirement withdrawals. In this premium service, I analyze your income and use advanced planning tools to build a personalized Roth conversion strategy designed to save you significant taxes over your lifetime.
Once your long-term roadmap is clear, I’ll give you a detailed, easy-to-follow drawdown plan for the next three years—showing exactly which accounts to pull from, how much, and when.
You’ll leave with clarity, confidence, and a strategy tailored to preserve more of your wealth, not just now, but for the long haul.
No more guessing—just smart, tax-efficient guidance.
Let’s make sure this is right for you before you start.
How it works:
1: Quick Fit Call (Free – 15 minutes)
Book a short call to see if a drawdown strategy is right for you. We’ll chat on Zoom, I’ll ask a few simple questions, and if it’s a good fit, we’ll move forward.
2: Book Your Kickoff Session
You’ll get a link to schedule your Kickoff Planning Session (90 minutes on Zoom). This gives us space to map out your goals and next steps.
3: Upload Your Info
You’ll receive access to a secure portal to upload your documents and complete a short organizer. This helps me understand your full financial picture.
4: Behind-the-Scenes Planning
I’ll take about 3 weeks to analyze your data and build your customized 3-year drawdown strategy. You don’t need to do anything during this time.
5: Strategy Reveal Session
We’ll meet again for the Drawdown Strategy Review. I’ll walk you through your plan, show you the numbers, and answer your questions.
6: Deliverables
You’ll get:
A clear, personalized drawdown report
A recording and transcript of our call
Guidance on exactly which accounts to pull from, how much, and when
7: Follow-Up (Optional)
In Q4, I’ll check in via email to see how implementation is going—and answer any lingering questions.
The 10-Year Ladder Plan – Starts at $10K
Your Next Decade – Planned with Precision
This is a comprehensive, long-range drawdown strategy built to support your retirement income across the next 10 years. It’s a fuller, more in-depth version of the 3-Year Plan – ideal for those who want big-picture clarity with the flexibility to adjust over time.
You’ll receive a fully customized drawdown roadmap, tailored to your specific accounts, goals, tax picture, and lifestyle. Every three years, we’ll meet to review, renew, and top up your plan so it stays aligned with your life.
Due to the depth of this engagement, availability is limited.
Contact me directly to discuss fit and timing.