Professional Referral Guide
Know who to introduce—and what happens next.
Retire With Swan is a founder-led retirement-planning firm based in Northlake, Texas. This guide is for CPAs, attorneys, advisers, insurance professionals, ministry and community leaders, and other people trusted by families near retirement.
A strong-fit household
- Usually within five years before or after retirement.
- Has several connected decisions—not one isolated question.
- Wants the decisions written down before implementation.
- Is open to separately scoped implementation or ongoing advice if the relationship proves useful.
- Is prepared to consider the published fee for the work.
Usually outside the lane
- Early-career accumulation by itself.
- Investment management requested only as a commodity, without a clear planning purpose.
- A stock pick, product sale, or isolated transaction.
- Active business succession, private-company liquidity, or family-office-level complexity.
- A household outside Texas without an available advisory path.
The planning-first path
- Private household fit check.
- 20-minute Swan Fit Call.
- Choose the agreed planning scope: a comprehensive Retire Blessed Income Blueprint, a focused project, or hourly consultation.
- Optional 90-Day Bridge or Ongoing Wealth Management under a separate agreement.
The Blueprint is the primary comprehensive planning offer. Focused projects and hourly consultations are available when a narrower scope fits. New engagements are limited so Christopher can remain directly involved. The Swan Fit Call confirms current availability.
How fees work
Client-paid advice. Clear scope. Transparent fees.
The Blueprint, focused projects, hourly consultations, the 90-Day Bridge, and Ongoing Wealth Management use stated fees. Exact scope and compensation are documented in the applicable written agreement.
The coordination promise
Christopher owns the retirement-plan thread. CPAs keep tax advice and preparation. Attorneys keep legal advice and documents. Insurance professionals keep product implementation. Private information is exchanged only with the household’s permission and only to the extent needed for the work.
A simple introduction
Chris, I wanted to introduce you to [Name]. They are thinking through retirement decisions and I thought Retire With Swan may be a helpful resource. I will let the two of you decide whether the private fit check, a Swan Fit Call, or a separate professional conversation makes sense.
Ask permission before sharing contact information. Keep the first note general; private financial details can wait until scope and consent are clear.