Our Services & Fees
How Our Services Fit Together
Most clients begin with a focused planning engagement designed to coordinate retirement decisions and establish clear next steps. From there, some continue with ongoing coordination and wealth management, while others use the engagement to guide future decisions.
Our services are designed to bring clarity and coordination to retirement decisions. Guided by the Retirement Coordination Framework™, we focus on helping clients align spending, income sources, and tax planning so decisions work together—rather than in isolation.
Below is an overview of our primary services and how we charge.
Jump To A Service
Retirement Coordination Engagement™
A focused planning engagement designed to bring clarity and coordination to retirement decisions. Using the Retirement Coordination Framework™, this engagement helps align spending, income sources, and tax planning so you understand your options, tradeoffs, and next steps before moving forward.
What this engagement includes:
Coordination of retirement spending strategy
Analysis of income sources and withdrawal sequencing
Integrated tax planning considerations
Scenario analysis and decision tradeoffs
Clear guidance on next steps and timing
Who this is for:
Best for individuals and couples approaching or in retirement who want clarity before making high-impact decisions.
Fee:
Based on complexity. Typically $6,000 - $10,000
If a client chooses to transition to Simple+ Wealth Management within six months of completing the Retirement Coordination Engagement™, a portion of the engagement fee may be credited toward first-year ongoing planning fees.
The exact fee depends on factors such as asset level, complexity, and scope of services, and is reviewed clearly before moving forward.
Simple+ Wealth Management
What’s included:
Ongoing coordination of spending, income, and tax decisions
Investment management aligned with retirement objectives
Regular planning meetings and proactive guidance
Adjustments as life changes, markets shift, and tax rules evolve
Access to planning tools and consolidated reporting
Who this is for:
Best for clients who value ongoing guidance and proactive coordination throughout retirement.
Fees:
Simple+ Wealth Management is an assets-under-management (AUM) service. Fees are calculated as a percentage of assets we manage on your behalf.
The exact fee depends on factors such as asset level, complexity, and scope of services, and is reviewed clearly before moving forward.
Ongoing retirement planning and wealth management for clients who want continued coordination as decisions are implemented and refined over time. This relationship builds on the foundation established during the Retirement Coordination Engagement™.
Retirement Plan Services
We work with business owners and employers to design and support retirement plans that are practical, cost-effective, and aligned with both business goals and employee needs.
What We Support
401(k) plans for small and mid-sized businesses
Solo 401(k) plans for self-employed individuals
SEP IRA plans for self-employed individuals
Scope of Services
Our role focuses on plan design, investment guidance, and ongoing support. We help employers understand their options, make informed decisions, and maintain plans that evolve as their business grows.
Who This Is For
Best for self-employed individuals and business owners who want a retirement plan that balances simplicity, flexibility, and long-term effectiveness.
Questions About Our Services or Fees?
If you’d like help determining which service fits your situation best, the next step is a conversation.