Consulting
Two ways to work together.
Both are honest. Both are flat-fee. Both start with you understanding exactly what you'll get.
Start here
Free Discovery Call
Free· 20 minutes
A no-obligation Zoom or phone call to understand where you are and whether a deeper conversation makes sense. No prep needed.
- Share your situation in plain English
- Ebby asks the right questions
- You leave with at least one clear next step
- Zero pressure to do anything more
Most chosenComprehensive
Retirement Income Review
Flat fee· 90 minutes
A complete look at your retirement picture — income, expenses, assets, gaps, Social Security timing, estate documents. You leave with a written summary and clear recommendations.
- Full review of your income sources & expenses
- Social Security timing analysis
- Asset sustainability check (4% rule)
- Estate-document gap check
- Honest recommendations — products or not
- Written summary you can keep
What to expect
Pick your own time
Schedule your appointment for a time that works for you.
Numbers on paper
Fill out the worksheet before our call so we're efficient.
Bring your spouse
Always better when both decision-makers are on the call.