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Swan Fit Call

Schedule your Swan Fit Call.

The Swan Fit Call is a 20-minute conversation about where you are in the retirement turn, what income decisions are in front of you, and whether the Retire Blessed Income Blueprint is the right next step.

Check fit and current availability See the Blueprint
Free · No pressure · No prep required
Check Fit First

A few choices should tell you which door to use.

Your individual answers stay in this browser. When measurement is permitted, the site records only an anonymous route result—not the answers you selected. The check keeps household planning, referrals, and strategic-partner conversations from competing for the same calendar.

Founder-led capacity is real. I accept up to two new Blueprint households each month so I can remain directly involved in every plan. The fit call will confirm the next available start window.

What brings you here?
Where are you in the retirement timeline?
Which decisions need to work together? Select all that apply.
Are you looking for one written retirement plan rather than an isolated product, stock, or investment recommendation?
If the Blueprint identifies a clear path, are you open to ongoing fixed-fee planning or discretionary investment management?
If these decisions affect a spouse or partner, are both decision-makers willing to participate?
Have you reviewed the published fees, and are they within the range you are prepared to consider?
Do you live in Texas?
Review published fees

Your individual selections are not submitted to Retire With Swan. When measurement is permitted, only an anonymous route result is counted. Do not enter account values, tax information, Social Security numbers, or other private financial data.

The Purpose

About twenty minutes should create clarity, not pressure.

The goal is to determine whether there is enough fit to continue. If the answer is yes, the next step is usually the Retirement Readiness Assessment and then the paid Blueprint. If the answer is no, I will say that clearly.

1

Name the decision

We identify the retirement decision or concern that brought you here: income, taxes, timing, investment risk, healthcare, legacy, or a mix of all five.

2

Confirm fit

We determine whether Retire With Swan's flat-fee Blueprint process fits what you are trying to solve.

3

Choose the next step

If it makes sense to continue, you will know what happens next, what it costs, and what information is needed.

How The Starting Path Works

From fit call to assessment to written Blueprint.

The process is intentionally sequenced so you do not have to guess whether to hire Retire With Swan before the planning work is defined.

1

Swan Fit Call

A short conversation to understand the decision in front of you and whether the Blueprint process is likely to help.

2

Retirement Readiness Assessment

You organize the household picture around income, reserves, growth, taxes, and legacy so the planning work starts with the right inputs.

3

Retire Blessed Income Blueprint

If the fit is right, the Blueprint is a one-time $1,522 project-based retirement-planning engagement. Your written agreement defines the subjects, deliverables, timing, and meetings, if any.

4

Optional Ongoing Service

The Bridge Window provides ongoing planning without discretionary investment management for $5,811 per year for an individual or $7,500 for a couple or household. Ongoing Wealth Management adds discretionary management for $9,100 per year for an individual or $12,150 for a couple or household. No commissions. No AUM-based fee.

Use the fit check before the calendar.

It protects your time, keeps partner inquiries in the right lane, and makes the twenty-minute conversation more useful.

Check fit and current availability
20 minutes · Fit first · No pressure
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