Turn Your Savings Into
a Paycheck.
A 6-week, one-on-one coaching intensive that builds your retirement income engine — so you stop asking "do I have enough?" and start knowing exactly where your money comes from.
You spent 30 years building the pile. In six weeks, we'll turn it into a reliable income stream you actually understand.
You Were Taught How to Save.
Not How to Spend.
The "decumulation gap" is the space between having a portfolio and having a plan. We bridge that gap in six weeks.
The Accumulation Expert
Your 401(k), IRAs, and brokerage accounts are full. But they were built to grow, not to distribute. Now what?
The Withdrawal Paralysis
Going from earning a paycheck to pulling from your portfolio feels wrong — even when the math says you're fine.
The 'What If' Loop
What if markets crash in year one? What if I live to 100? What if the tax code changes? You need a plan that survives all of it.
The Paycheck Blueprint
6 sessions. 6 weeks. Over six hours of personal coaching.
Each week, we meet for a 75-minute video session focused on one pillar of your plan. Between sessions, you'll have specific work to complete, with full email support throughout the process.
The Inventory
Map every account, asset, and income source. Find the zombies, overlaps, and blind spots in your current configuration.
Tax Architecture
Which accounts to tap first, which to protect. Roth vs. traditional sequencing. The withdrawal order that can save tens of thousands in taxes.
The Paycheck Engine
Design the monthly income stream. Bucket strategy — immediate cash, medium-term stability, and long-term growth.
The Stress Test
What if markets drop 20% in year one? What if you live to 100? Pressure-test your plan against the most likely 'life' scenarios.
Healthcare & Protection
Medicare gaps, long-term care exposure, and the insurance audit. Plug the holes before they flood your financial basement.
The Automation
Set up the systems. Automate withdrawals and rebalancing. Establish the quarterly review rhythm to keep you on track.
One Investment. A Lifetime of Clarity.
One-time investment. No ongoing fees.
This is a premium, high-touch one-on-one intensive. You're getting over six hours of direct personal coaching from an expert advisor who builds your actual retirement income plan with you, session by session. It's a finished strategy for a fraction of what traditional wealth managers charge in annual fees.
During our work together, we may surface areas worth exploring further — tax-efficient growth vehicles, income protection strategies, or legacy planning. These conversations happen naturally, and only when they're relevant to your situation. No pressure. No urgency play. The plan comes first.
Is This Right for You?
This Is For
- Professionals aged 40-55 approaching retirement or recently retired.
- People with $500k+ in retirement accounts who want an actual income strategy.
- Those who value clarity and a plan they understand over 'trust me' advice.
- People willing to do the work — this is coaching, not a magic trick.
✕ This Is Not For
- Anyone looking for a 'guaranteed get rich' scheme.
- People who want someone else to make every decision without their input.
- Those unwilling to look honestly at their full financial picture.
- Anyone looking for short-term stock tips or day-trading advice.
Start Your Paycheck Blueprint
Tell us a little about where you are, and we'll reach out to see if this is a fit. No obligation.
