Your retirement, clearly mapped.
Income, tax and healthcare costs, planned in plain words by qualified financial planners.
Rated 4.9 by 300+ retirees
- Fee only
- Qualified financial planners
- Plain language plans
- Evening meetings
Every road needs a map.
Ask three friends how to retire and you get three answers. We draw you one clear route.
- retirees planned for
- 300+
- no commissions, ever
- Fee only
- from start to finish
- 1 planner
The Kestrel planners
Notes from the road
We finally know what we can spend each month, and it is more than we feared.
No jargon and no rush. They drew it all out on one page for us.
They walked us through every choice, then let us decide. That meant a lot.
Our services
Four things we help with.
Each one is part of the same plan.
One clear plan for the years ahead.
Start with a free, friendly meeting. Bring your questions, we will bring the coffee.
How it works.
- 1A first chat
Thirty minutes, free, in person or by video.
- 2Your written plan
Ready within three weeks, in plain words.
- 3Yearly check ins
And a call whenever life changes.
When should I start planning?
Ideally ten years out, but it is never too late. Even one year of planning helps.
How much does it cost?
Plans start from $1,500, and ongoing support from $95 a month. We take no commissions.
Can you promise my money will last?
No honest planner can. We test your plan against many futures and adjust it with you each year.
Do you plan for healthcare costs?
Yes. We plan for care alongside income and tax, so nothing comes as a shock.
Will I have to move my accounts?
Not necessarily. We start with what you have and only suggest changes that clearly help.
Let's start with coffee.
Tell us a little, and a planner calls you back within a day.
- 555-0104
- hello@kestrelplanning.finance
- Mon to Fri, 9 am to 6 pm, evenings by request
- Meeting retirees across the metro area, at our office or at home