Spring · April / May
Prepare the year ahead.
Retirement income, when to realize gains, income sources, and allocation.
Ongoing Wealth Management · optional after your plan
Keep the plan
and portfolio connected.
For people who want Christopher to carry continuing retirement-planning work and manage the investment accounts named in their agreement—while they direct the life those resources support.
Two connected responsibilities
Christopher manages the portfolio.
You direct the life.
Retirement brings recurring decisions. The ongoing relationship connects those decisions to the managed accounts as needs and priorities change.
The work Christopher carries
Continue the agreed retirement-planning work; construct, monitor, and rebalance the named managed accounts; and make investment decisions within the authority granted.
The decisions you keep
Your goals, spending, withdrawals, account ownership, beneficiaries, and major life choices. Keep Christopher current when something material changes.
Clear account boundaries
Portfolio discretion allows investment decisions without approval of every trade, within your agreement. Your accounts remain with a qualified custodian.
A relationship through the year
Room for the planned reviews.
Attention to what changes.
Two scheduled planning reviews during each 12-month period. Managed accounts are reviewed at least monthly.
Fall · October / November
Prepare for year-end.
Taxes, reserves, insurance, and withdrawals beyond regular income.
Between reviews, bring important changes forward as they happen. The agenda follows the decisions your household needs to make.
Ongoing fit depends on recurring needs and the work you want to delegate. A successful Blueprint does not require an ongoing engagement.
How the services fit together
Start with the plan.
Choose the help afterward.
The Blueprint is a complete standalone engagement. Afterward, you can implement it yourself or choose additional help. Compare the work, responsibilities, and timing below.
Start with a complete plan
Retire Blessed Income Blueprint
- Your question
- How can my savings support the retirement I want?
- Work delivered
- A written retirement plan with recommendations, planning rules, supporting analysis, and sequenced next actions.
- Account management
- You or your chosen providers manage your accounts. Account management is not included.
- Timing & meetings
- Typically 3 working meetings and about 30 days after the needed information is received. Ends at delivery.
Optional implementation help
The 90-Day Bridge
- Your question
- How do I put my plan into action?
- Work delivered
- Advice, sequencing, and coordination of the implementation work agreed in writing.
- Account management
- You retain decision-making and account authority. Advice only; no discretionary management or ongoing account monitoring.
- Timing & meetings
- 90 calendar days. Typically monthly working meetings and brief weekly connections, with the cadence agreed in writing. No automatic renewal.
Optional continuing relationship
Ongoing Wealth Management
You are viewing this service
- Your question
- Who can carry the ongoing planning and investment work?
- Work delivered
- Continuing retirement planning and discretionary investment management within your agreement.
- Account management
- Christopher manages the investment accounts named in your agreement.
- Timing & meetings
- Two scheduled planning reviews per 12 months. Managed accounts reviewed at least monthly. A continuing relationship, with termination terms in writing.
You continue to direct your goals, spending, withdrawals, and major life decisions. Later services are optional and separately agreed. The Bridge is not a required step before ongoing management.
A conversation comes first
What would you like to keep carrying?
A free 20-minute Swan Fit Call with Christopher can help clarify the work you want to keep and the work you would like to delegate. The Blueprint is our starting point; ongoing service is a later choice.