The Concierge Path
Hands-on retirement guidance when the stakes feel real.
At some point, retirement planning stops being academic.
It becomes:
- “I watched my parent end up in a facility they never wanted.”
- “A colleague lost $20,000 to taxes from a mishandled rollover”
- “I’m told to ‘weigh my options... but I don’t even know what they are.”
The Concierge Path exists for this moment.
This is for educators who want a retirement expert actively involved in decisions, paperwork, timing, and follow-through—so costly mistakes don’t happen quietly in the background.
Who the Concierge Path Is For
Concierge is a fit if you:
- Don’t want to manage retirement decisions on your own
- Want help carrying decisions from clarity to action
- Are tired of vague advice and want real-world guidance
- Value having an expert available as situations change
This path is not for educators who want a DIY system or light guidance.
It's for those who want a professional retirement expert to reduce risk when decisions become permanent.
How Concierge Support Works
Concierge is not a program or a curriculum — It’s an ongoing professional relationship.
Support commonly includes:
- Sequencing decisions so one choice doesn’t quietly create another problem
- Reviewing options before money is moved or forms are submitted
- Helping prepare and review required paperwork
- Guidance when contacting providers or institutions
- Confirming that critical steps were completed correctly
There is no checklist to “finish.”
Support adapts to what’s happening in your life and finances.
What’s Included
A real retirement planning expert to support educators and their families.
- Guided organization of required paperwork
- Support preparing key forms and next steps
- Coordination guidance when dealing with providers
- Review and confirmation that items are completed correctly
- Priority access for up to 12 months
- First year of ongoing service included*
* Your first year of service begins with your Concierge onboarding session.
What Concierge Is and Isn't
This is:
- Hands-on guidance
- Ongoing professional judgment
- Support through execution and change
This isn't:
- A DIY system
- A one-time planning project
- Personal assistant or administrative outsourcing
You remain involved in decisions.
You’re just no longer carrying the burden alone.
Your Investment
Concierge Path — $5,000 (one-time)
Includes onboarding, a tailored retirement plan, and one year of ongoing support to ensure decisions are implemented thoughtfully and in the right order.
Service Bonus
After your first year of included service, continued support is available at our preferred ongoing service rate by enrolling within 30 days of your one-year anniversary.
Request Concierge
If you’re looking for hands-on guidance through retirement implementation — and want a professional actively involved as decisions are carried out — the Concierge Path may be a good fit.
Request access below to see if it’s right for you.
We will reach out to talk before any decision is made.