Managed Architecture
The full ongoing relationship — your retirement architecture managed against all possible risks, for as long as we work together. Pricing is by household and is discussed directly, not listed here.
What's included
Ongoing management of your retirement architecture against all possible risks, built around how you want to stay in touch. Meeting cadence is set around your preferences, not a fixed schedule — but we check in at least quarterly regardless. If nothing has changed on your end or in the macro environment, the plan doesn't change.
Your AMY (Accountability Measurable Yardstick) works the same way: it's a balance sheet ledger that only moves when the plan does.
Pricing depends on the complexity of your situation.
Book a free Diagnostic to discuss what Managed Architecture would look like for your household.