**I am not accepting new clients at this time. I expect to resume accepting new clients in 2027.
If you're interested in working together once I reopen, please use my Contact page.**
Annual Flat-Fee typically ranges from $12,000 - $20,000
A typical client household with a $15,000 annual fee is a married couple age 55+, $3M in investable assets, retired or within a few years of retirement, no private investments or business ownership. Fees are lower for simpler situations and higher for more complex households. Fees are quoted during the Retirement Readiness Score before an agreement is signed.
$5,000 one-time fee*
**One-time plans are fully booked through 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.
Discuss ongoing communication, account setup and transfers, billing, distributions, and scheduling our next meetings.
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
Annual Plan Refresh
+ Quarterly Rebalance Analysis
Year-End Tax & Guardrail Review
+ Quarterly Rebalance Analysis
+ Quarterly Rebalance Analysis
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