See if we're a fit.
Imagine knowing where you stand and what’s possible next. In a 30-minute call with a Bonfire advisor, we’ll map out what matters most to you and show you whether the Bonfire Method can help you get there.
Choose a Time to Talk
Pick any time that works. You will get a confirmation email with the call details.
Three steps, zero homework
We talk for 30 minutes
Where you are, when you'd like to retire, and what's keeping you up at night. No documents needed yet.
We give it to you straight
If the Bonfire Method fits your situation, we'll show you exactly how it works, what's included, and what it costs.
You decide.
If the Bonfire Method is a good fit, we’ll walk you through the next steps. If it isn’t, we’ll tell you honestly and point you toward a better option.
A conversation, not a sales pitch
They are straightforward, well-prepared, patient, and genuinely interested in my situation and the best possible outcome for me.
We feel that all of our needs have not only been met, but exceeded.
Their experience, expertise and unmatched service coupled to their friendly approachable style provides me with great peace of mind.
Frequently Asked Questions
Is this a sales call?
It’s a fit conversation.
We’ll explain how Bonfire works, what the planning process includes, and what it costs. Then we’ll determine together whether it makes sense for your situation.
If we’re not the right fit, we’ll tell you honestly and, when possible, point you toward a more suitable next step.
Do we need to prepare anything?
No documents, no spreadsheets. Just come knowing roughly what you have and what you want retirement to look like.
Married? Having both spouses on the call is strongly encouraged. We plan as a household.
Who Is the Bonfire Method For?
The Bonfire Method is designed for individuals and couples who are within roughly ten years of retirement, or already retired, and want a coordinated plan for the years ahead.
Instead of managing taxes, investments, insurance, and estate planning separately, you’ll have one team helping bring the moving parts together.
You don’t need to fit a perfect profile to get started. If you’re earlier in your retirement journey or have less than $700,000 saved, we’ll be straightforward about whether the Bonfire Method is the right fit for you and whether ongoing advice makes sense at this stage.
We're more than ten years from retirement. Are we too early?
You may be too early for ongoing retirement management, but you may still benefit from a clear plan.
The Bonfire Method gives you a practical roadmap for organizing your finances, making informed decisions, and understanding what to focus on now.
You’ll leave knowing what to handle today, what to revisit later, and when additional guidance may become valuable. As your retirement gets closer, we can help you evaluate the next step, whether that means continued planning, investment management, or both.
What happens after the call?
If we believe the Bonfire Method is a good fit, we’ll send you an agreement and access to your secure document portal. Once that’s complete, we’ll schedule your first planning session.
Need time to think it over? That’s completely fine. We’ll give you the space to make the decision that’s right for you. If you decide to move forward, we’ll be here to help.