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Done for you · Ongoing planning + portfolio management

Keep your retirement plan and portfolio working together.

Ongoing Wealth Management combines continuing retirement planning with management of the accounts named in your agreement. Christopher can make and carry out investment decisions in those accounts while helping keep the portfolio connected to your plan.

Start with a Swan Fit Call See what is managed
  • Two scheduled planning reviews each year
  • Managed accounts reviewed at least monthly
  • One flat annual fee
Ongoing Wealth Management folio

One relationship · Two connected jobs

Retirement does not hold still.

Income needs, taxes, healthcare, markets, and family decisions can change at different times. The ongoing work is keeping the plan and managed accounts connected as those decisions move.

Your retirement plan

The life the portfolio supports

  • Income
  • Taxes
  • Healthcare
  • Spending
  • Legacy

Managed accounts

The portfolio work carried for you

  • Allocation
  • Liquidity
  • Monitoring
  • Rebalancing

A year in motion

Monthly checks. Seasonal meetings. Ongoing connection.

Between reviews

Bring important changes forward as they happen.

Reach out when something important changes; together, we can decide what needs attention now.

What “done for you” means

Christopher manages the portfolio. You direct the life it supports.

Portfolio discretion means Christopher can make and carry out investment decisions in the managed accounts without asking you to approve each trade. The boundaries are set in your agreement.

Christopher Swan, founder of Retire With Swan

Christopher carries

The ongoing advisory work

  • Continue the agreed retirement-planning work
  • Construct, monitor, and rebalance the named managed accounts
  • Make and carry out portfolio decisions within the authority granted

You retain

The household decisions

  • Your goals, spending, and major life decisions
  • Withdrawals, account ownership, and beneficiaries
  • Keeping Christopher current when something material changes

Your accounts remain with a qualified custodian. Retire With Swan does not physically hold client funds or securities.

What it costs

A flat annual fee for the ongoing relationship.

The fee covers the continuing planning and portfolio-management work described in your agreement. Billing occurs monthly in arrears.

Individual

$9,100 annually

Monthly billing$758.33

Couple or household

$12,150 annually

Monthly billing$1,012.50
When eligible

Up to $1,522 of Blueprint credit may be applied.

Third-party investment and custodial costs may apply separately.

See complete fee details

Is this the right responsibility level?

The fit is the work you want carried—not a universal “best.”

Ongoing management may fit when

  • You want one advisor connecting the retirement plan and managed accounts.
  • You prefer to delegate portfolio transactions within agreed guardrails.
  • You value a continuing review rhythm and direct relationship with Christopher.
  • The flat annual fee makes sense for the responsibility you want carried.

A narrower service may fit better when

  • You want a one-time written retirement plan.
  • You want to place and monitor every trade yourself.
  • You need help through one defined implementation period.
  • You do not need continuing planning and portfolio management.

The useful question is whether the continuing work, judgment, and responsibility fit the annual dollars.

See the one-time Blueprint See the done-with-you Bridge

The usual path

Start with clarity. Then choose what to keep delegated.

  1. 01

    Swan Fit Call

    A short first conversation
  2. 02

    Retirement Readiness Meeting

    See the household picture together
  3. 03
    Retire Blessed Income Blueprint binder

    Blueprint

    Build the written retirement plan
  4. 04
    Ongoing Wealth Management folio

    Ongoing Wealth Management

    Keep the plan and managed accounts connected

Already have a current retirement plan? Christopher can review whether it provides a workable starting point. Each service is optional and separately documented.

The next step

See whether ongoing management fits what you want to delegate.

The Swan Fit Call is a short first conversation about your retirement decisions, the help you want, and whether the relationship makes sense.

Start with a Swan Fit Call Review how I’m paid