Through the amazing power of the Internet we are able to make our online resources, mentorship and community available to women (and their spouses/partners) anywhere in the country. If you’re looking for an advisor (retirement, investment, insurance, legal, tax, etc), and are comfortable starting an online relationship (meetings are conducted via the web or over the phone), we can connect you through our solution provider network.

Even if you already have an advisor you’re working with, we invite you to take advantage of website’s resources and assessment, which will give you a great 2nd opinion and an opportunity to raise the bar on him or her. We also invite you to take any of our e-classes and interact with all of the valuable content on our website.

When it comes to retirement planning, we believe the most important and best investment you’ll ever make is hiring a retirement specialist and educating yourself on the issues. It’s simply too important and too complex to be left to chance, to previous ways of thinking, or put off to another day. We’ll also make sure you stay on track and take all those important action items when you’re suppose to (like claiming your Social Security, converting to a Roth, purchasing a Long Term Care policy, etc.). Like everything in life, a goal without a plan is just a wish and by consistently making informed decisions and committing to and implementing a plan, you’re much more likely to succeed.

You’ll have your own RetireMentor (if you want one) to help guide you through our approach and resources and to keep you on track. They can also answer any questions you have. If you choose to get matched with a retirement planner or other financial professional in our network, he/she will offer you balanced and objective investment and insurance solutions in whatever combination makes sense for you. He/she will run simulations and projections to make smart, research-backed and data-driven decisions about how to make your income last a lifetime and to improve your retirement outcome.

When you contact us, we’ll put you in touch with a RetireMentor who will help you get started (and is available to continue to guide you through your retirement planning journey. After this initial discussion, we’ll decide together if you’d like to become a member of our Know More & Have More Club (and gain access to discounted resources and services) or what free resources you’d like to access on the website.

You can use our resources and connect with our community a la carte or you can partake in the full Her Retirement process, led by a RetireMentor. Together, you and your RetireMentor will outline your tasks and he/she will help you stay on track, while making sure you get connected with the right solution providers to create and implement your retirement plan.

We offer hourly coaching and subscription fees to access our coaching, software and membership program. Our vetted network of outside subject matter experts have individual fees which are 100% transparent and explained to you before you engage with any expert. Note: In some cases companies do pay us a referral fee if you click on or are approved for a solution mentioned on our website or in our other social media or educational programs. This compensation does not influence our recommendations or advice. We maintain editorial integrity when evaluating solutions.