The Relaxing Retirement Coach, Inc.

The Relaxing Retirement Coach, Inc. offers personal retirement coaching and investment advice to individuals and couples to help them transition confidently to Phase 2 of their financial lives. The firm sponsors the Retirement Blueprint Management ™ Wrap Fee Program, which involves creating a custom Retirement Blueprint ™ in Phase One and implementing it in Phase Two. The program includes steps such as fund selection, implementation, recap meetings, annual reassessment, and regular reviews to maintain financial confidence. The firm charges an annualized fee based on assets under management, ranging from 1.00% to 0.70% depending on the account size. There is no minimum investment required for Retirement Blueprint Development, but a household minimum investment value of $1,000,000 is needed for the Retirement Blueprint Management Program. The firm acts as the sole Portfolio Manager, and members have direct contact with the firm for updated information. The firm is a fiduciary and adheres to a Code of Ethics emphasizing member interests, confidentiality, and unbiased advice. Regular reviews and reporting are conducted to ensure members' financial confidence. The firm does not receive referral fees or economic benefits from other professionals.