Let’s find what fits best for you right now.
Here are a few ways to move forward with confidence.
We believe everyone deserves access to thoughtful financial guidance. While Retire Agile is built to support a particular kind of ongoing advisory relationship, there are many other excellent ways to find support that aligns with what you need.
Below are a few trusted paths forward, depending on where you are today.
Learning and confidence building.
If you’re looking to better understand your financial picture, explore retirement concepts, or build confidence before engaging an ongoing advisor, education can be a powerful first step.
Retirement Answer Man Podcast An educational podcast hosted by Roger Whitney that explores the ideas, decisions, and tradeoffs people face as they plan for retirement. Through planning concepts, real-life scenarios, and thoughtful discussion, each episode is designed to help listeners build understanding, confidence, and perspective as they navigate retirement decisions. Find your best way to listen here.
Rock Retirement Club A membership community founded by Roger Whitney, designed to help you build clarity and confidence around retirement. Members gain access to education through Rock Retirement University, practical tools, a private community, and the Rock Retirement Club team for ongoing support. Learn more about Rock Retirement Club here.
The Merriman Financial Education Foundation A nonprofit educational resource dedicated to helping investors build knowledge and confidence. The Foundation provides free articles, charts, videos, and tools designed to support informed, long-term decision making – without offering personalized investment advice. Explore the Merriman Financial Education Foundation here.
One-time or lower-commitment advice.
You may benefit from working with a fiduciary advisor who offers project-based planning, hourly advice, or different engagement structures.
Retire Agile Flat Fee Engagement On a very limited basis, one of our retirement planners, Scott Sanborn, offers flat fee planning engagements. Through a short series of Zoom meetings, you’ll work one-on-one with Scott and walk away with two foundational deliverables: Your Retirement Plan (a clear picture of where you stand and where you’re headed), and Your Retirement Policy Statement (a guiding framework to support decisions as retirement unfolds).
Learn more about Retire Agile Short-Term Flat Fee Engagements here.
Please note: flat fee engagements are fully booked for 2026. Availability for 2027 will be shared later this year.
Two external, respected directories to explore:
XY Planning Network Fee-only, fiduciary planners who often work with clients earlier in their financial journey or on a project basis. Learn more about XYPN here.
Let’s Make a Plan A CFP professional directory offering a wide range of planning and advice models. Explore Let’s Make a Plan here.
Finding the right advisor relationship. If you’re looking for an ongoing advisory relationship that’s a better fit right now, there are many excellent fiduciary advisors whose firms are structured differently than ours. The right fit depends on the type of relationship, services, and fee structure that align with your current needs.
If you’d like help identifying a local advisor or understanding what to look for, we’re happy to point you in the right direction. Contact us here for a referral.
Wherever you land, we wish you the very best on your financial and retirement journey. Finding the right advisor – or the right next step – is worth the care you’re taking.
The resources listed above are provided for informational purposes only. Retire Agile does not receive compensation for referrals and does not endorse or guarantee the services of any third - party providers.