For Couples - $10,500/year*
For Individuals - $9,500/year*
$5,000 one-time fee*
**Just 1 one-time planning slot left for Q4 2025. Once full, booking will begin for Q1 2026.**
Half paid upfront, remaining paid after plan presentation
Schedule a complimentary intro call to discuss what’s on your mind.
Complete the financial planning questionnaire and submit your documents to Dunes.
Review your Retirement Readiness Score, identify gaps, and discuss initial recommendations. Sign client agreements.
Together, we'll turn your Retirement Readiness Score into a clear and actionable Retirement Income plan.
Once your Retirement Income plan is in place, we’ll review and implement a personalized investment strategy.
With your plan and investments aligned, we'll refine and adjust your tax strategy.
+ Quarterly Rebalance Analysis
Tax and Investment Focused
+ Quarterly Rebalance Analysis
Financial Plan Review
+ Quarterly Rebalance Analysis
+ Quarterly Rebalance Analysis