get her donE
How It Works? It Works Wonders of Course
The first tech-powered, human-led, all inclusive approach to retirement readiness is ready for you.
The Her Retirement platform offers a proven readiness process, collaborative RetireMentorship, powerful software and research-backed, educational content (delivered within our software, podcast/blog, online store and free resource center). Our platform also connects you to our network of financial, legal and lifestyle experts and a private Facebook community.
Our RetireMentor coaches are here to guide you through our technology powered retirement planning process. It’s all about learning, soul searching, and numbers crunching. It’s designed to help you live life on your terms, improve the lives of those you love, give generously, enjoy financial freedom & security, and leave a legacy.
In addition to making our platform accessible to any woman anywhere, regardless of her asset levels, we make it affordable and valuable through flat fees or ongoing subscription plans. Each plan offers a different combination of benefits and pricing. Should you only want RetireMentorship or connection to a licensed subject matter expert, we can help you with this too.
We believe the greatest impact on your financial wellness, retirement readiness and peace of mind happens when you take advantage of the whole shebang. However, you can access each of the platform offerings individually as well.
You won’t have to worry if you’re really ready for retirement. You’ll simply know.
Are you ready to Get Her Done? We are.
We believe Life IS good, but retirement IS better! And, it can be happier too with a concerted effort to embrace this new phase of life. We know it can be a challenging transition (and an often overlooked area of support). That's why our planning process starts with some soul searching... determining your purpose, your passions, your goals...your why. Sometimes having money and time isn't enough. We need more. This is why we also focus on the non-financial aspects of retirement so that you are not just wealtiHER and healthiHER, but happiHER too. Let's Get Her Done.
96% of retirees say health is more important than wealth. We agree....what good is money without health to enjoy it? We know lifespan is increasing, especially for women, but is our healthspan increasing too? And are we prepared for the costs we may incur to protect our health and vitality during a potentially long life? Healthcare may be our biggest expense in retirement so it definitely pays to prioritize being HealthiHER...now and in retirement. At Her Retirement, we help you preserve your vitality and help you plan for the costs to protect it too. Health is wealth. Let's Get Her Done.
Planning a wealthiHER or more financially secure retirement is something we all dream of, and the foundation of a better retirement. Even for the most savvy among us, it's no small feat to figure out how and how much money to save and invest; how to create an income for life that supports the lifestyle we desire; how to protect it all from longevity, volatility, inflation, taxes; and how to leave a legacy for our loved ones too. Being wealthiHER is all about knowing more about yourself and your money. It's about creating a plan to get more, keep more and have more (however you define more). We're ready to help you get smartHER, wealthiHER and more secure. Let's Get Her Done.
Get Her Done in 3 Simple Steps
Review all the platform offerings below.
Talk to a RetireMentor to answer questions and get help deciding what you need and where to start.
Make a decision and a commitment to change your retirement for the better.
Our smart, warm-hearted RetireMentor coaches are here for you. You'll talk. We'll listen. We'll teach. You'll learn. We'll guide. You'll decide. We'll hold you accountable and make sure you Get Her Done.
Retirement Readiness Software
Our proprietary and comprehensive software platform assesses and addresses your gaps in financial knowledge, preparedness and advice.
Know More. Have More Planning Process
Our process covers a lot of ground: financial and non-financial gap analysis, risks, opportunities, and making sure you have a plan you not only understand, but have 100% confidence in.
Personal Pension & Protection Plan
Your Personal Pension & Protection Plan will show you how to save and invest for major life transitions and retirement. It will show you how to generate guaranteed income for life and protect you and your money from major risks.
Network of Experts & Free Resources
We'll connect you with our network of vetted experts for all your financial, legal and lifestyle needs. We also have a plethora of free financial & retirement resources because money shouldn't be a barrier to knowing more & having more.
Retire With Meaning & Money
However You Define Retirement
The cool thing about retirement is that you have an opportunity to design a completely new life…defining your purpose, prioritizing your vitality, cultivating your connections, charting your contributions and securing your financial wellness.
At Her Retirement, we don’t do financial planning like the other “guys”…we do life planning with a special focus on helping you retire (however you define it) with meaning AND money.
You can live a better, more intentional and financially secure retirement. However you define better. Seriously, we got you.
You Can Live a Better Retirement
Here's My Resources to Help You
Planning for retirement (financially, mentally, physically) is A LOT. That’s why we assemble a team of RetireMentor coaches, planners or advisors, based on your unique needs so you don’t have to do this whole thing alone. They’re passionate, friendly and great at what they do. You’ll never wonder who’s got your back. You’ll simply know.
Your Retirement Control Center
Your personalized retirement control center inventories, organizes and analyzes your entire financial life. It identifies your gaps, risks and opportunities. Robust e-learning, visioning, planning and advice modules allow you to make more informed decisions, have more informed conversations and take massive action on your life. You won’t have to guess at what you’ve got and if it’s enough. You’ll simply know.
Your Retirement Education
It’s time to be a student and steward of your wealth (health and happiness too). We’ve created tons of educational resources, starting with our 6-hour live and on-demand Know More. Have More Masterclass. You can also check out Lynn Toomey’s book, podcast, blog, social media ,and YouTube channel. With so much content and your commitment to learning, you’ll no longer question money and retirement basics (or have the wool pulled over your eyes). You’ll simply know.
Your Retirement Plan of Action
Aka your Personal Pension & Protection Plan will outline your goals, needs, and dreams. It will take into consideration your preferences, risk tolerance, and personality. It will show you how to save, invest and create guaranteed income for life while also protecting you and your money from the major risks of retirement. You’ll no longer question when you can retire. You’ll simply know.
It Feels So Good to Simply Know
When you commit to yourself and our platform, you’ll know better, feel better, rest better, live better, and retire better. Heck, you’ll even look better too! So grab a cape ladies, we’re gonna show you how to get her done, and be the “her” in hero. Your wildest dreams included.