HOW DOES THE RETIREMENT ARCHITECT PROGRAM WORK?
The Retirement Architect Program is a 3 phase process:
#1 Your Financial Baseline Review: We begin the Retirement Architect Program by gathering your basic financial data into our planning systems. Specifically, we focus on your assets, income, expenses, and liabilities.
The most exciting part is exploring your “future expenses” and discussing what you really want your ideal retirement to look like.
AND YOU’RE UP!
We call the Retirement Architect Program an “event” for a reason. It’s a 3 meeting engagement with no ongoing commitments whatsoever. You do have a commitment to yourself, however. That commitment is in the execution of your Retirement Architect Program Plan.
Your Executive Summary will list 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 accounts, 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 $4,950 which is paid at the end of our meeting together (or in advance through Paypal for a virtual engagement). If you decide you need ongoing management, monitoring, and maintenance of your Retirement Architect Plan we’ll credit your $4,950 fee towards your ongoing Retirement Navigation 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.