Developing a retirement plan doesn't have to be overwhelming. We follow a simple, structured process designed to bring clarity to your next step, and confidence to your long-term goals.
What our clients are saying
Communication has been exceptionally clear and straightforward—Kevin explains complex financial concepts in a way that's easy to understand, without any jargon or pressure.
Jeff H.
What our customers are saying
"They spent the time getting to know my particular circumstances around retirement and am confident I have a great plan in place. I've been exceptionally pleased so far."
Sue R.
What our clients are saying
Kevin and the rest of the Foundry team are amazing. As he says, I’m getting a ton of R.O.S. (return on sleep) by working with them. Highly recommend!
Foundry Financial has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
We’ll structure your finances to support the goals, values, and life you want to lead. We’ll help you align every decision with a clear sense of direction.
We help you prepare for uncertainty with strategies designed to safeguard your income, lifestyle, and legacy—no matter how your situation evolves.
The Foundry Framework. A five-step process for turning what you've saved into the retirement you can actually enjoy.
01
Give Money a Purpose
First, we figure out what you actually want.
Before the spreadsheets, the conversation. Money is a tool — we make sure yours is pointed at the life you want to lead.
02
Develop an Income Plan
Know what you can spend and where it comes from.
A paycheck-style plan that maps which accounts fund which years, so you can travel, give, and live without wondering if the money will last.
03
Optimize Your Portfolio
Invest with evidence, backed by liquidity that supports the plan.
Evidence-based investing paired with liquidity buckets, so the market's mood never forces a sale. The portfolio supports the income plan we just built.
04
Develop a Tax Strategy
Stop overpaying the IRS.
Roth conversions, withdrawal sequencing, IRMAA planning — the moves that quietly add years of spending.
05
Assess Your Risk
Be ready for what you can't see coming.
Insurance, estate, and contingency planning — so a market drop or health event doesn't derail everything.
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