Retire With SwanRetirement planning

Work together

A clear plan.
A considered next step.

We begin with the Retire Blessed Income Blueprint: a complete, written retirement plan. See the work first. Then decide how much help you want carrying it forward.

Explore the Blueprint Look inside a sample

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The Retire Blessed Income Blueprint binder and planning materials
The plan is yours, whatever you choose next.

How the services fit together

Your plan first.
Further help by choice.

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.
Explore the Blueprint

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.
Explore the Bridge

Optional continuing relationship

Ongoing Wealth Management

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.
Explore ongoing help

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.

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A smaller question may call for different work.

Focused projects and hourly planning are also available under an agreed scope. See those fees and complete terms

A conversation comes first

Let’s talk about your retirement.

A free 20-minute Swan Fit Call with Christopher. Talk about the decision in front of you and whether a Blueprint is the right place to begin. No prep needed.

Book a Swan Fit Call