HOW DOES THE RETIREMENT ARCHITECT PROGRAM WORK?
We begin the Retirement Architect Program by gathering some of your basic financial data several days prior to meeting with you. That information becomes the foundation of our planning event, and it’s essential we get it beforehand so we can best prepare for the most effective meeting with you possible.
Once we have your financials, we’ll spend an hour or so preparing for our meeting and entering your basic information. Once this “financial foundation” is laid, we’ll meet either in-person or through video conferencing to design your retirement future together.
AND YOU’RE UP!
We call the Retirement Architect Program an “event” for a reason. It’s a one-time engagement with no ongoing commitments from you to us whatsoever. You do have a commitment to yourself, however. That commitment is in the execution of your Retirement Architect Program.
About a week after your meeting you’ll receive a Retirement Architect Executive Summary. This is a list of everything we’ve built into your plan that you’ll need to implement, monitor, and manage throughout your retirement. You’re responsible for opening, transferring, and managing your account, scheduling your income streams, making the appropriate Social Security claiming decisions, and a lot more!
frequently asked questions
WHAT DOES THE RETIREMENT ARCHITECT PROGRAM COST?
We charge a one-time flat fee of $2,500 which is paid at the end of our meeting together (or in advance for a virtual engagement). If you decide you need ongoing management, monitoring, and maintenance of your Retirement Architect Plan we’ll credit your $2,500 fee towards your ongoing management fees.
WHO IS THE RETIREMENT ARCHITECT PROGRAM FOR?
We can work through the Retirement Architect Program process with just about anyone. That being said, if you’re nearly—or newly— retired with $500,000 or more in investment assets, you’ll absolutely get the maximum value possible! This typically means clients from 55 to 75 with a net worth of 1 to 5 million dollars are our “best-fit” Retirement Architect clients.