Swan Fit Call

Start with a Swan Fit Call.

A free 20-minute video chat with Christopher on Google Meet. We’ll talk about what’s on your mind and whether working together makes sense.

No prep needed. Your spouse or partner is welcome to join. The Google Meet link will be in your confirmation and calendar invite.

If the fit is right

From first conversation to a plan you can use.

01
Swan Fit Call
20 minutes · no fee
We’ll talk about your retirement questions, the help you’re looking for, and how I work. It’s a chance for us to get to know each other and see if there’s a fit.
02
Review the details
An overview you can keep
If the Blueprint looks like a fit, I’ll send an overview of what’s included, the timing, the fee, and what I’ll need from you.

When you’re ready to move forward, we’ll confirm the scope and start date, then take care of the agreement and initial invoice.
03
Retire Blessed Income Blueprint
3 meetings · about 30 days
After the agreement is signed and the initial payment is made, we gather your information and build your household profile in RightCapital. The planning meetings and analysis lead to your written Blueprint, summary, and next steps.
Timing begins after I receive the information needed to start.