Project coordination Options
Every client’s situation is unique, so we offer two levels of flat-fee, project-based coordination to match your goals and the scope of decisions you want to address.
The Focused Coordination Project is designed for clients seeking guidance on one or two specific retirement priorities. The Extended Coordination Project expands the scope to address a broader set of closely related retirement income, tax, and investment decisions together.
Both options provide clear, written decision guidance, personalized recommendations, and short-term follow-up support to ensure you understand your trade-offs and next steps.
The Focused Coordination Project helps answer targeted questions. The Extended Coordination Project supports broader decision coordination across retirement income, taxes, and investment structure.
Who benefits most from this service
These project-based coordination engagements are designed for retirees and near-retirees who want objective, actionable guidance around specific retirement decisions—without entering an ongoing advisory relationship.
They are well-suited for individuals seeking focused help on one or two priorities, such as retirement readiness, withdrawal sequencing, investment structure alignment, or tax efficiency, through a Focused Coordination Project.
For those with a broader set of closely related decisions—such as coordinating retirement income, tax considerations, and investment structure together—the Extended Coordination Project allows for a wider scope of analysis while remaining project-based and time-limited.
Focused coordination project
For retirees and near-retirees who want targeted guidance on one or two specific decisions—such as retirement readiness, withdrawal sequencing, or tax efficiency—we offer a flat-fee, project-based coordination engagement. The focus is on clarifying trade-offs and supporting informed decisions within a defined scope, without entering an ongoing advisory relationship.
Common areas of focus include:
- Retirement readiness assessment
- Withdrawal sequencing and tax-aware income decisions
- Investment structure alignment and portfolio review
- Roth conversion or tax strategy evaluation
- Social Security claiming analysis
Fee: Typically $2,500–$3,500, depending on scope
Output: A concise Focused Coordination Summary outlining key considerations, relevant trade-offs, and recommended next steps within the agreed-upon scope.
Timeline: Approximately two to three weeks from completion of onboarding
Expanding the Scope (If Needed)
If, during the engagement, it becomes clear that additional, closely related decisions need to be addressed—such as coordinating retirement income, tax considerations, and investment structure together—we can discuss expanding the scope to an Extended Coordination Project.
Any expanded work builds directly on the original analysis, so prior insights carry forward, and nothing is duplicated.
extended coordination project
The Extended Coordination Project is designed for retirees and near-retirees who want help coordinating a broader set of closely related retirement decisions within a defined, project-based scope. This engagement focuses on how retirement income, tax considerations, and investment structure interact—providing clarity where decisions meaningfully affect one another.
Rather than producing a traditional comprehensive financial plan, the work centers on coordinated analysis and decision guidance—helping you understand trade-offs across related choices and supporting confident next steps in context.
Common areas of focus include:
- Retirement income and withdrawal decision coordination
- Roth conversion and tax strategy analysis
- Social Security and Medicare decision support
- Investment structure alignment and RMD planning
- Long-term care considerations and future income risks
Fee: Typically $6,500–$9,500, depending on scope and complexity
Output: An Extended Coordination Summary integrating relevant analysis, key trade-offs, and prioritized next steps within the agreed-upon scope.
Timeline: Approximately three to four weeks from completion of onboarding
Getting Started
Each engagement begins with a brief introductory conversation to understand your situation, clarify the decisions you want to address, and confirm the appropriate scope—project-based coordination or ongoing advisory support.
We’ll outline what’s included, the expected timeline, and the flat fee before any work begins, so expectations are clear from the start. From there, we proceed with the agreed-upon engagement and focus on providing coordinated, practical guidance tailored to your retirement stage.
Schedule a conversation to clarify next steps
Ongoing Advisory (separate engagement)
For households seeking ongoing coordination of retirement income, investment structure, and tax decisions over time, a separate advisory relationship is available. This option is distinct from the project-based coordination described above and is designed for clients who want continued monitoring and adjustment as circumstances change.
Learn more about ongoing retirement income coordination