Early Retirement Planning

An ongoing advisory relationship

Made for individuals & families planning to retire before age 65 who want a long-term financial partner to guide decisions before and throughout retirement

This relationship includes:
  • Semi-annual review meetings
  • Ongoing check-ins as needed
  • Continuous planning, monitoring, and adjustment as life, markets, and tax rules change

Clients engage in a comprehensive, ongoing wealth management and financial planning relationship that integrates investment management with proactive, tax-aware decision-making.

Assets Under Management
First $1,000,000
1.00%
Next $1,000,000
0.85%
Next $3,000,000
0.75%
Next $5,000,000
0.65%
$10,000,000.00+
0.50%

Fees are billed quarterly and cover both investment management and comprehensive financial planning.

Health Insurance & Pre-Medicare Planning
Healthcare Cost and Cash Flow Modeling
Investment Planning and Portfolio Construction
Asset Allocation and Rebalancing Strategy
Insurance Planning (Life, Disability, Liability, Long-Term Care)
Risk Management Analysis
Employee Benefits Analysis and Optimization
Retirement Income Strategy
Charitable Giving Strategy
Estate Planning Coordination
Social Security Claiming Strategy
Tax-Efficient Withdrawal Strategy
Major Life Decision Analysis & Planning
  • Health Insurance and Pre-Medicare Planning
  • Healthcare Cost and Cash Flow Modeling
  • Investment Planning and Portfolio Construction
  • Asset Allocation and Rebalancing Strategy
  • Insurance Planning (Life, Disability, Liability, Long-Term Care)
  • Risk Management Analysis
  • Employee Benefits Analysis and Optimization
  • Retirement Income Strategy
  • Charitable Giving Strategy
  • Estate Planning Coordination
  • Social Security Claiming Strategy
  • Tax-Efficient Withdrawal Strategy
  • Major Life Decision Analysis & Planning
Step #1: Schedule a 'Mutual Fit Meeting'
This is a complimentary Zoom session to learn more about you, your family, and your unique financial needs. We’ll use this time to go over what you can expect as a client of Camp Wealth. We will discuss and define the expectations of this relationship and determine if we’re a good fit to help you create a roadmap to early retirement.
Step #2: Sign the Customer Agreement
We will send you a Customer Agreement for signature, upon signing we will schedule the getting to know you meeting.



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Step #3: Getting to Know You Meeting
Your first meeting as a client will cover understanding more about you (& your family): what is important to you, how you view long-term success, and your values.
At the end of the meeting, we will schedule out the remainder of our meetings to create your initial financial plan.
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Step #4:  Data Organization Meeting
We will have a meeting to review the information we’ve gathered for accuracy as well as discuss current spending and check in to see if it aligns with what you value most. We will likely have some clarifying questions to ask you here that will help create the initial financial plan. We may also discuss opportunity for savings and tax-efficiency. 
Step #5: Financial Plan Presentation
During this meeting, we will present and discuss your financial plan. Upon presentation of the plan we will schedule the implementation and follow-up meeting.


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Step #6: Implementation & Follow-Up
We will then help you implement the financial plan. We encourage any and all questions you would like to ask for clarity in your roadmap to early retirement. After this we will start the process of 2-3 formal reviews per year with unlimited access for phone, email, and virtual meetings.
Getting Started

How to Work Together

Step #1
Video camera icon symbolizing video recording or playback.
Schedule a Mutual Fit Meeting
This is a complimentary Zoom session to learn more about you, your family, and your unique financial needs. We’ll use this time to go over what you can expect as a client of Camp Wealth. We will discuss and define the expectations of this relationship and determine if we’re a good fit to help you create a roadmap to early retirement.
Step #2
Sign the Customer Agreement
We will send you a Customer Agreement for signature, upon signing we will schedule the getting to know you meeting.
Step #3
Icon of two overlapping silhouettes representing a group of people.
Getting to Know You Meeting
Your first meeting as a client will cover understanding more about you (& your family): what is important to you, how you view long-term success, and your values. At the end of the meeting, we will schedule out the remainder of our meetings to create your initial financial plan.
Step #4
Three overlapping brown squares stacked in a layered arrangement, representing layers or stacking.
Data Organization Meeting
We will have a meeting to review the information we’ve gathered for accuracy as well as discuss current spending and check in to see if it aligns with what you value most. We will likely have some clarifying questions to ask you here that will help create the initial financial plan. We may also discuss opportunity for savings and tax-efficiency. 
Step #5
Icon of a document with a folded corner and two horizontal lines representing text.
Financial Plan Presentation
During this meeting, we will present and discuss your financial plan. Upon presentation of the plan we will schedule the implementation and follow-up meeting.
Step #6
Dark brown circle containing a black check mark symbol.
Implementation & Follow-Up
We will then help you implement the financial plan. We encourage any and all questions you would like to ask for clarity in your roadmap to early retirement. After this we will start the process of 2-3 formal reviews per year with unlimited access for phone, email, and virtual meetings.