Services & fees
A clear plan.
The right amount of help.
You’ve saved for retirement. Now you want to use what you’ve built well—and decide how much of the financial work you want to keep carrying.
Start with a written Blueprint. Use it yourself, choose a defined period of implementation help, or delegate continuing planning and portfolio management. Each engagement has its own scope and fee.
For continuing help
Ongoing Wealth
Management
Keep your retirement plan and portfolio working together.
For people who want Christopher to carry the ongoing planning work and manage the investment accounts named in their agreement.
- Continuing retirement planning as life and priorities change
- Two scheduled planning reviews each year
- Discretionary investment management, with managed accounts reviewed at least monthly
You continue to direct your goals, spending, withdrawals, and major life choices.
Explore ongoing wealth management ↗
Flat annual fee
- Individual
- $9,100
- Couple or household
- $12,150
Annual flat fee, billed monthly in arrears.
The Blueprint stands on its own. Ongoing service is a separate choice, based on your recurring needs and the work you want to delegate.
Your written retirement plan
Retire Blessed
Income Blueprint
A complete written plan that connects your income, investments, taxes, healthcare, and family priorities. Understand the decisions, keep the reasoning, and know what to do next.
You can implement the plan yourself. There is no obligation to choose further help.
One-time project fee
$1,522
One-time project fee billed in two $761 installments: one after signing and one at Blueprint delivery.
Explore the Blueprint ↗
Optional implementation help
The 90-Day
Bridge
A defined period of advice and help putting agreed priorities into action. You retain decision-making and account authority throughout the engagement.
The Bridge is advice-only. It does not include discretionary investment management, ongoing account monitoring, or automatic renewal.
Fixed fee · entire 90-day engagement
- Individual
- $5,811
- Couple or household
- $7,500
After any eligible Blueprint credit, half is due at the start and the balance when the 90-calendar-day engagement expires.
Explore the 90-Day Bridge ↗
Before we begin
Clear about the work.
Clear about the cost.
The scope, fee, and responsibilities are agreed in writing. For the Blueprint, planning and household information gathering begin after the agreement is signed and the initial payment is made.
Read the complete fee and billing details ↗
If you choose further help
If a household’s first 90-Day Bridge and/or Ongoing Wealth Management agreement begins within 180 calendar days after Blueprint delivery, one aggregate credit equal to the Blueprint fee paid and not refunded, up to $1,522, may be applied toward one or both services. It has no cash value and does not renew.
What to keep in mind
A flat fee is not automatically the lowest fee. Custodial, transaction, fund, and other third-party costs may apply separately. The ongoing annual fee is subject to the agreement’s annual CPI adjustment.
Retire With Swan earns more if you choose an ongoing relationship. Each service is optional and separately agreed.
Have a narrower question? Focused and hourly planning may also be available.
The thinking behind the work
See how the decisions connect.
G.R.A.C.E. gives the planning work an order, connecting income, reserves, investments, taxes, and legacy to the life you want your resources to support.
Explore our planning approach ↗
Start with a conversation
What would you like
help carrying?
A Swan Fit Call is a free 20-minute video chat with Christopher on Google Meet. Talk through what’s on your mind and whether working together makes sense. No prep needed.
Book a Call ↗