Financial Wellness Coaching & Membership Program
“If you want to be strong, learn to fight alone. If you want to be successful, learn to fight with a team.”
Our Financial Wellness Coaching & Membership program is the first of its kind in the industry. Focused on helping people prepare for and transition into retirement with more knowledge and confidence, the program includes unlimited access to a RetireMentor “coach” and a number of valuable member benefits, including access to discounted services.
The program gives you $160/month worth of coaching and services, plus any of the assessments offered by our network of retirement pro’s for a monthly fee of only $75 (one year commitment) or a one-time fee of $750 (a savings of $150 over the monthly subscription payment plan). Also included is $350 in savings on a number of retirement services (see chart below).
To summarize, for only $75/month or a one time fee of $750, you’ll get…
$1,920 worth of services, plus $350 in savings on various services.
Sign up for Monthly Subscription for $75/month (12 month commitment)
Pay one time fee of $750 (12 months of coaching and services)
See and compare the program benefits and costs of services with and without membership in this chart…
Benefits Included With Membership
| Benefits | Included With Membership | Fees Without Membership |
|---|---|---|
| Unlimited RetireMentor Coaching | Included | $50/month |
| Unlimited Access to L.E.A.P. Software | Included | $30/month |
| Access to all E-Classes (30+ financial courses) | Included | $20/month |
| LegacyShield Digital Storage Vault | Included | $10/month |
| College Financial Aid Software | Included | $20/month |
| Retirement Assessments | Included | $1,000 value |
| Fit to Retire Lifestyle Coaching Session | Included | $10/month |
| Personal finance/budgeting software | Included | $20/month |
Discounted Services Included With Membership
| RETIREMENT SERVICE | DISCOUNTED SERVICE FEES (WITH MEMBERSHIP) | SERVICE FEES (WITHOUT MEMBERSHIP) |
|---|---|---|
| Initial retirement plan by CFP | $650 | $750 |
| Will/trust | $895 | $995 |
| Personal Tax Return | $200 | $250 |
| Tax Plan/Audit | $400 | $500 |
Sign up for Monthly Subscription for $75/month (12 month commitment)
Pay one time fee of $750 (12 months of coaching and services)