See exactly where you stand — and how to keep more

We build your tax-optimized retirement projection and walk you through every decision.

Starting Point
Can I Retire?
$500

Get a clear answer to the biggest question — can you afford to retire, and how much can you confidently spend?

  • We enter your numbers and build your projection
  • Your Confidence Spend™ number — the most you can spend each year without running out
  • Ending balance at 1–2 target retirement ages
  • 1 forty-five-minute walkthrough session
  • Written one-page summary with your numbers
Book a Free 20-min Call See full Assessment details →
Full Service
Optimization Plan
$1,500

We build and optimize your full projection — and walk you through every decision so you know exactly where you stand.

  • Everything in Can I Retire?, plus:
  • 1 twenty-minute discovery call
  • 2 one-hour walkthrough sessions
  • Written summary with specific action items for the year
  • Personalized Roth conversion strategy optimized to your tax brackets
  • Withdrawal sequencing tailored to your account mix
  • Bonus: one "what if" scenario comparison — retire early, go part-time, buy a home
  • Healthcare cost planning — ACA subsidies, IRMAA cliffs, Medicare timing
Get Started See what's included →

7-day money-back guarantee. If you're not satisfied, we'll refund you in full — no questions asked.