Sign Up for Our Newsletter

Mission, values and giving back

Personal Financial Planning

}

Hourly

Hourly financial advice

Premium

For retirees and pre-retirees

Concierge

For that extra bit of help

Accountability

When you need someone to report to
w

Investment Advice

Just portfolio and asset allocation advice

Corporate Financial Planning

Small Business

Financial advice specific for your business

Institutional/501c3s

Portfolio and cash management advice

Employee Wellbeing

Expert financial advice for your employees

Meet the team and our founder

Hourly and flat fee

FAQs

Questions about Fearless Finance or finances in general

Articles

Articles covering all kinds of financial topics

Press

Fearless Finance in the news

ESG Investing

Our app for tracking spending

 

Fearless Finance Premium Retirement service

Not getting a paycheck anymore can be anxiety producing. Let us help reduce your stress with our process for entering retirement.

Reducing stress
when the paychecks stop

You’ve worked all your life and retirement should feel great, but you’re not really sure what to do when the paychecks stop coming in. Fearless Finance has a proven approach to retirement finance including organizing your accounts and distributions to simulate a paycheck and automatically withhold for taxes. We help you take distributions in the most tax-efficient way and transfer legacy retirement accounts to make administration as easy as possible for you in retirement. Relax, we’re here to help and will take care of all the details.

Schedule a free intro call

What Fearless Finance Premium Retirement service does for you

  • Expert financial guidance and concierge service for your transition to retirement.
  • Once your plan is built, get semi-annual check-ins with your Planner included in the package.
  • Your Planner sets up your retirement “income” and makes sure you’ve set aside enough for taxes.
  • Required Minimum Distributions (RMDs) are transferred automatically by your Planner.
  • Your Planner rebalances your portfolio and notifies you to discuss any material changes.
  • We take you through Roth conversions, as needed, and are with you every step of the way.
  • We’ll help plan philanthropic donations and diversification of concentrated positions, as needed.
  • We assist in every step of transferring legacy accounts.

Who should consider
Premium Retirement service

  • Clients about 5 years away from retirement who want to make sure they are prepared for retirement when it comes.
  • Clients who are in retirement now and don’t want to worry about the mechanics of making sure their accounts are rebalanced and transfers are completed.
  • Clients who would benefit from Roth conversions.
  • Clients who want to consider philanthropy in retirement.
  • Clients who are ready to begin Required Minimum Distributions and are nervous about how to take them in a tax-efficient and compliant manner.

Frequently asked questions

Retirement comes with lots of questions and we’ve got many of the answers.
What if I’m more than 5 years away from retirement, but I’m still nervous about it. Can you help?
Yes! Even if you’re slightly more than 5 years away from retirement (or a lot more), we can do a full retirement analysis as part of your comprehensive financial plan and you will know what you have to save each year and where to save it, as well as how to invest it to make sure you can retire when you want to. You probably don’t need our Premium Retirement service though and might be better served with our hourly financial planning.
Can I cancel Premium Retirement service any time?
You can cancel Premium Retirement service and go back to hourly planning any time you want. We don’t provide refunds for the current quarter when you cancel, but once that’s paid, you would not incur any further premium charges if you cancel.
What happens if I have a life change or want to meet outside of my two check-ins?
Any additional meetings outside of the two check-ins per year that are included in the price would be charged at your planner’s hourly rate.

Latest Insights

We'll get in touch
with you!

Simply fill out some basic information and one of our advisors will reach out to schedule a consultation.