You Have $1M+. You're Close to Retiring. So Why Does It Still Feel Unclear?

We organize your accounts, run your numbers, and show you exactly what retirement looks like on your specific situation. One complete plan. Delivered in 30 days. Complimentary for Kansas City couples with $1M+.

See If You Qualify → No commitment · No product pitches · Takes 2 minutes

Fee-Only Fiduciary

CFP Certified

250+ Families Served

Kansas City Based

What You Get

Your Blueprint. Without the Parts You Hate.

This is a working retirement plan built around your actual numbers. Here is what we leave out on purpose.

Product pitches or annuity presentations

Your Blueprint meeting is about organizing your accounts and your numbers. Not our products.

Feeling talked down to

We explain everything in plain English until your spouse is comfortable. No jargon. No rushing.

A ton of work on your side

You complete a short prep checklist. Our team does the chasing for statements and account details.

Locking in before you're ready

You see your complete Blueprint first. Only then do we talk about whether working together long-term makes sense.

What's Inside

Your Clarity Retirement Blueprint — 11 Deliverables

Every Blueprint is built from scratch for your household. These are the 11 things you walk away with.

1

E-Money Retirement Map
A visual snapshot of your complete financial picture in one place.
2

Retirement Readiness Score
A 30-year income roadmap showing your % chance of running out of money.
3

Withdrawal Order Strategy
Exactly which accounts to tap first and in what sequence.
4

Social Security Timing Snapshot
Optimal claiming strategy for you and your spouse based on your numbers.
5

Tax-Landmine Scan
Roth conversion opportunities and RMD planning to reduce your future tax bill.
6

Investment Risk Alignment Review
Too much risk, or not enough? We match your portfolio to your plan.
7

Healthcare Bridge Brief
For pre-65 retirees: ACA options, IRMAA thresholds, and Medicare transition planning.
8

Estate & Beneficiary Checkup
Beneficiary review plus a basic estate plan if appropriate, via Wealth.com.
9

Account Consolidation Road Map
A visual path from scattered accounts across multiple custodians to simple and organized.
10

Spouse Simplicity Pack
A walk-through "if something happens to me" guide so your spouse is never lost.
11

Recorded Walkthrough + Implementation Checklist
A video of your full Blueprint review plus your "Next 90 Days" action checklist.

This Blueprint Is Specific. So Is the Fit.

✓This is for you if:

You have $1M+ in investable assets (hard floor)
You're already retired or retiring within the next 12 months
Your accounts are scattered and you want to consolidate
You want organization and clarity, not sales pitches or jargon

✕This is NOT for you if:

You have less than $1M in investable assets
You're mainly shopping for products or the cheapest fee
You enjoy managing all your own planning and staying fully DIY

Four Promises We Make to Every Client

30-Day Delivery

Once you complete your short prep checklist, we deliver your full Blueprint within 30 days. No waiting months.

No-Product-Pitch Promise

Your Blueprint meeting is about your numbers. We do not pitch products, sell annuities, or push anything during our first meeting.

Plain-English Promise

If we cannot explain your plan in plain English that your spouse fully understands, we have not done our job. We go until it is clear.

See-It-First Promise

You see your complete Blueprint before we ever discuss whether working together long-term makes sense. No pressure before you have the plan.

Who You'll Work With

Jeb Graham

Founder & Managing Partner, CFP

Jeb has spent over 20 years helping Kansas City families turn complicated financial pictures into clear, confident retirement plans. He is a fee-only fiduciary, which means his only job is to put your interests first.

CFP Fiduciary Fee-Only Independent RIA