Prioritize and begin.
Confirm the implementation list, sequence the first actions, and start the work.
Done-With-You * Advice-Only Implementation
Put the next part of your retirement plan into motion.
The 90-Day Bridge is a 90-day advice-only engagement for putting your retirement plan into action. You receive guidance, accountability, and clear next steps while keeping control of every decision and account.
- 90 calendar days
- Typical monthly working rhythm
- Brief connections between meetings
- You decide and act
Inside the 90 days
Three months of steady forward motion.
A typical rhythm uses monthly working meetings for the larger decisions and brief weekly connections to keep the next action visible between them.
Day 1
One fixed 90-day term
Day 90
Brief weekly connections
Keep it moving.
Work through decisions, coordinate handoffs, and adjust the next actions as needed.
Close the loop.
Finish what can be completed and prepare a clear record for what comes next.
Your exact scope and working cadence are stated in the written agreement and Schedule A before the Bridge begins.
Illustrative implementation board
See what is moving—and who owns the next step.
Income elections
Healthcare timing
Account changes
Tax coordination
Cash reserve
Beneficiary review
Define→Compare→Sequence→Act and record
Christopher helps prepare and sequence the work. You approve and act.
Done with you
You keep the decisions. Christopher helps move the work forward.
Expect direct questions, plain-language tradeoffs, and a clear reason for each next step.
Your decisions and authority
- Decide
- Approve and sign
- Act in your accounts
Advice and implementation guidance
- Analyze and recommend
- Sequence and prepare
- Coordinate the agreed work
Tax-return preparation, legal advice, and legal documents remain with the qualified professionals you choose.
Cost
One fixed fee for the 90-day engagement.
If your first eligible Bridge begins within 180 calendar days after Blueprint delivery, up to $1,522 of the Blueprint fee can be credited toward it. You pay the remaining Bridge balance.
Eligible Blueprint credit
Up to $1,522
See termination and refund details
The 90-Day Bridge
Fixed engagement fee
- Individual
- $5,811$4,289 with the full eligible credit
- Couple or household
- $7,500$5,978 with the full eligible credit
BeginHalf after any eligible credit
Day 90Remaining balance
At day 90
Leave with the plan in motion and a clear way forward.
At the end of the term, you can see what is complete, what is waiting, and what comes next—so you can carry the plan forward under your own direction.
Implementation record
Complete. Waiting. Next.
Complete
Decisions made and actions finished
Waiting
Items dependent on timing or another professional
Next
Who handles each next step, clearly recorded
Carry it forward yourself.
The standard Bridge ends after 90 days and does not renew automatically.
If a different level of help makes sense later, see ongoing help or ask whether a separately agreed future Bridge fits.
The usual path
First, build the plan. Then, put it to work together.
The Blueprint and Bridge are separate engagements. This is the usual path when you choose to continue.
About 30 days
Build the Blueprint.
Organize the connected retirement decisions into a written plan you can use.
Blueprint delivered
→
If eligible: Blueprint credit applied
A separate full 90 days
Implement it together.
A typical rhythm uses monthly working meetings and brief weekly connections to keep the agreed priorities moving.
Carry it forward
Know what comes next.
Leave with what is complete, what is waiting, and who handles each next step clearly recorded.
Already have a current retirement plan? Christopher can review it to see whether it provides a workable starting point.
The next step
Ready to put your plan into motion?
The Swan Fit Call helps determine whether the Bridge fits—or whether the Blueprint should come first.