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The More for Her Collective® Know More. Have More. Live More
Because retiring well isn’t just about money—it’s about creating more of what truly matters: more purpose, vitality, connections, contributions and financial wellness.
The More for Her Collective® is your personalized roadmap to go from “Am I ready?” to “I’ve got this.”
Are you ready to Know More. Have More. Live More. And Get Her Done®? Let’s do this.
Where the Collective Fits?
The More for Her Collective sits in the space most retirement solutions overlook. It’s not financial, legal, or tax advice. It’s not a one-and-done course. And it’s not built to tell you what to do.
Instead, it helps you become a confident student and steward of your retirement — integrating self-discovery, financial awareness, planning tools, education, and support in one place. It’s offered as an ongoing membership that grows with you as your retirement questions, decisions, and life evolve.
Retirement Planning Should Start With You
Say Hello to Her
What makes the More for Her Collective different—and what we think you’ll love most—is that everything inside starts with who you are. The entire experience is built around our proprietary Retirement Persona™, which becomes the foundation for how you learn, plan, and make decisions.
When you join, you’ll complete a quick personality assessment and be matched with one of seven retirement personas. From there, the experience adapts to you—guiding what you see, what you focus on, and how you move forward.
This isn’t personalization layered on top of a generic plan. It’s a retirement readiness experience designed from the ground up around you. Once we understand who you are, the real work of preparing for retirement can begin…with clarity, intention, and confidence.
"My Retirement Persona is the Adventurer. Can't wait to find out what this means to me and my retirement." -Susan T.
You Don't Have to Figure This All Out Alone
Say Hello to a Collaborative Retirement
When you join the More for Her Collective you’ll have collaboration between you, real people (RetireMentor coaches), ChatHERBox (our AI assistant) and our recommended network of retirement pro’s. After all, do you really want to figure out all this stuff on your own? Yeah, didn’t think so. Let’s collaborate.
Your Questions Answered 24x7
Say Hello to ChatHER Box
ChatHERBox is our friendly AI assistant, always ready to chat about your money, mindset, and future—especially when those 3am “Am I okay?” moments hit. She’s here to guide, listen, and help you Get Her Done (no judgment, just smart support).
"I learned so much about myself, my money, and my retirement plan inside the More for Her Collective. Wow!"
-Christy B.
Our Proven Framework
Know Yourself. Know Your Money. Know Your Plan.
With our framework, guidance and support, you’ll be soul-searching and numbers-crunching to uncover the information, choices and decisions that shape your second half. The “work” happens inside our main modules: Know Yourself, Know Your Money and Know Your Plan, Experts & Community and the Learning Center.
KNOW YOURSELF
Focus on the the Non-Financials First
Retirement planning often jumps straight to the numbers. The Know Yourself module puts the brakes on this — on purpose. This is where you get clear on what matters most in this next chapter of life, beyond finances. Health, happiness, purpose, time, relationships, and lifestyle all come into focus here.
By grounding your plan in who you are and how you want to live, every financial decision that follows becomes more intentional — and more aligned.
KNOW YOUR MONEY
Find Out Where You Stand Financially
Take a clear inventory of what you have, what you’ll need, and what your retirement lifestyle will require. This module identifies gaps, risks, and opportunities by bringing everything into one place — no spreadsheets, no guessing.
You’ll get a clear dashboard view of your finances, along with a personalized summary that shows where you’re solid, where to pay attention, and what to prioritize next. You can also track your spending and cash flow so you understand how money is really moving, now and into retirement.
The result? Clarity, confidence, and a stronger foundation for every planning decision that follows.
KNOW YOUR PLAN
Create an Agile & Reliable Retirement Roadmap
This is where everything comes together. The Know Your Plan module turns insight into action by pulling your financial and non-financial priorities into one cohesive roadmap. Your strategies are personalized based on your Retirement Persona and financial inventory — so you’re not following someone else’s plan.
You’ll see exactly what to focus on, what can wait, and what steps to take next through a personalized set of action items (your Lady Steps), supported by milestone reminders and a clear planning process.
The result is the foundation of a plan you understand, trust, and feel confident moving forward with.
NETWORK OF EXPERTS
Connect with a Team to Make it Happen
Retirement planning doesn’t have to be a solo effort. The Experts & Community module helps you determine when — and if — professional support makes sense for you. Through an advisor suitability quiz and clear guidance, you’ll understand what type of help you need and how to find the right fit.
When you’re ready to take action, you can connect with vetted retirement advisors and trusted professionals from our network — without the overwhelm of searching, guessing, or second-guessing.
We’ve done the vetting so you can move forward with confidence, supported by the right people at the right time.
COMMUNITY
RetireTogetHER With Other Women
Retirement can feel isolating — especially when you’re carrying questions you’re not sure where to ask.
Inside the Experts & Community module, you’ll find a private, supportive space to connect with other women navigating retirement, along with our team. This is a place to share experiences, ask questions (even the ones you think you should already know), and learn from women who are walking a similar path.
No judgment. No pressure. Just honest conversations, shared wisdom, and reassurance that you’re not alone in this.
LEARNING CENTER
Get Retirement Smart
Feeling confident about retirement decisions starts with understanding how things actually work.
The Learning Center helps you build financial & retirement literacy at your own pace — so you’re not relying on headlines, guesswork, or explanations that don’t quite click. Instead, you’ll learn the fundamentals behind key decisions, grounded in research and real-world context. You’ll start with a knowledge check, then receive personalized learning recommendations — short classes, tools, and resources designed to fill your gaps, not overwhelm you.
Because the more you understand, the more confidently you can participate in your plan — and advocate for yourself.
Attn: Employers & Financial/Legal Pro's
92%
This is the percent of employees who said help with retirement planning was one of their priorities when choosing where to work.*
60%
This is the percent of wealth women will control in the United States by 2030.
24%
This is the percent of women who have a written retirement plan.
Employers have a unique chance to make a positive difference in their employees’ lives by actively assisting them in preparing for retirement. By promoting retirement readiness, employers can enhance their ability to attract and retain talent, show their dedication to their employees’ well-being, and boost their financial performance.
Financial and legal professionals are in a unique position to help more women better prepare for and live in retirement. By offering a platform like Her Retirement to their community of women, they can build good will and a stronger economy. When women have more financial security, everyone benefits, including you.
Fill the Gaps.
Feel the Goodness.
“Those who have a written Retirement Plan have a nest egg 445% bigger than non-planners.”*
Disclaimer:
The content, calculators and tools in the Her Retirement Collective platform are for informational and educational purposes only and should not be construed as professional financial advice. Her Retirement does not provide tax, investment, or financial services advice. The information is being presented without consideration of the investment objectives, risk tolerance or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. Investing involves risk including the possible loss of principal. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or financial decision. Her Retirement strives to keep its information and tools accurate and up-to-date. The information presented is based on objective analysis, but it may not be the same that you find with a particular financial institution, service provider, or specific product’s site. All content, tools, financial products, comparison and services are presented without warranty. Additionally, this site may be compensated through third party advertisers.