The first step toward a clear, written retirement plan.
Request Your Swan Fit Call
A brief Swan Fit Call to confirm whether the Retire Blessed Income Blueprint is the right next step for your retirement income, taxes, and protection decisions.
No preparation required.
No sales pressure.
Just a clear conversation about fit.
What a Swan Fit Call Is
This short call is designed to confirm fit—nothing more, nothing less.
During the call, we’ll discuss:
- Where you are in the retirement journey
- What decisions are coming up next
- Whether a structured, decision-driven planning process makes sense
If it’s a fit, we’ll outline next steps.
If it’s not, I’ll tell you.
What this call is not
- Not a free financial plan
- Not a product presentation
- Not a commitment to work together
The goal is clarity.
What you do with it is your choice.
Who This Call Is For
This call is best for Texans nearing retirement who want clarity before they make irreversible decisions.
This call is likely a fit if you:
- Are within ~0–5 years of retirement (or recently retired)
- Do not have a meaningful pension—or want clarity beyond it
- Want help making clear income, tax, housing, and protection decisions
- Value clarity, stewardship, and decisiveness
This call is probably not a fit if you:
- Are looking for general investing tips
- Need budgeting triage or basic financial coaching
- Want a product pitch or a “free plan”
- Want someone to manage everything without clear decisions
If you’re unsure, that’s okay. The Swan Fit Call exists to confirm fit—not convince you.
Why Most People Reach Retirement Uncertain
Most people don’t reach retirement without savings. They reach retirement without decisions.
Questions like these tend to linger right up until retirement:
- “How does our retirement paycheck actually work?”
- “Can we keep the house without putting the plan at risk?”
- “What happens if markets drop early?”
- “How do we avoid surprise tax years?”
If these decisions aren’t made before retirement, they’re often made later—under stress, market pressure, or health events.
The Swan Fit Call exists to prevent that—to bring clarity earlier, while there is still time to choose wisely.
What Happens After the Call
After the Swan Fit Call, one of three things will happen—each one designed to bring clarity, not pressure.
We confirm fit
If your needs match what we do, we’ll outline the next step: the Retire Blessed Income Blueprint.
We confirm it’s not a fit
If it’s not the right match, I’ll tell you. You’ll leave with clarity instead of wondering.
We identify timing issues
If it’s a fit but not the right time, we’ll decide whether to revisit later—without forcing it.
There is no obligation to move forward. The goal is the right decision—not a quick yes.
The Process You’re Being Evaluated For
The Swan Fit Call exists to determine whether it makes sense to move forward with a structured, decision-driven engagement called the Retire Blessed Income Blueprint.
The Retire Blessed Income Blueprint is a focused planning process that results in clear, written retirement decisions—documented in plain English.
If invited into this process, the work centers on answering questions like:
- How does your retirement paycheck actually work?
- What role should your home play in retirement?
- How do taxes, healthcare, and income interact over time?
- What decisions need to be made before retirement—not after?
The Swan Fit Call is not a shortcut into this work. It’s a conversation to determine whether this level of clarity and structure is the right next step for you.
Who You’ll Be Speaking With
I’m Christopher Swan, CFP®, founder of Retire With Swan in Northlake, Texas.
I work with faith-driven Texans nearing retirement who want clarity before irreversible income, tax, housing, and protection decisions are made.
My role on the Swan Fit Call is simple: to listen, ask the right questions, and determine whether a structured, decision-first planning process makes sense for you.
What this means for you
- You won’t be pitched products
- You won’t be rushed toward a yes
- You’ll get a clear answer about fit
- You’ll know what the next step is—or isn’t
The goal of this call is discernment, not persuasion.
What to Expect
The Swan Fit Call is intentionally simple. Here’s exactly what to expect.
During the call, you can expect:
- A focused conversation about your situation
- Clear questions around upcoming retirement decisions
- An honest answer about fit
- No pressure to move forward
Please share your real contact information so we can connect smoothly and respect your time.
Request Your Swan Fit Call
Share your name and best contact details below. Next, you’ll choose a time that works for you.
No preparation required. No pressure. Just a clear conversation about fit.
This call is designed to determine whether the Retire Blessed Income Blueprint is the right next step. If it’s a fit, we’ll outline what comes next. If it’s not, you’ll still leave with clarity.
After you submit
- You’ll pick a time on the next screen
- You’ll receive a confirmation + reminders
- We’ll connect and confirm fit
Please use your real contact information so we can connect smoothly and respect your time.