get her done
Become a Member...Join Our Movement Access a lot. Save a lot. Monthly subscription plans
When you join our first-of-its-kind Retirement Readiness membership, you’ll be joining our global Know More. Have More movement AND you’ll have access to the full platform: guidance from a RetireMentor “coach”; our powerful software, online education; discounted services; access to our network of experts; membership in our private Facebook community; and several other benefits. Check out our affordable fees and let us know what questions you have.
Get Her Done Primer
free trial
& then $8/mo.
Limited
Software & 1 Coach Chat
Learn: Get retirement smart with personalized e-classes & content
Assess: Organize & assess your finances (full view into cash flow, net worth & more)
Discover: When you can retire, how much you’ll need and if your savings will last?
Connect: to our network of experts
Coaching: One 30-minute chat/training
Join: Private Facebook group
Get Her Done Premium
$14/mo.
Full Software & 1 Coach Chat
Learn: Get retirement smart with personalized e-classes & content
Assess: Organize & assess your finances (full view into cash flow, net worth & more)
Discover: When you can retire, how much you’ll need and if your savings will last?
Connect: to our network of experts
Coaching: One 30-minute chat/training
Join: Private Facebook group
ADDITIONAL BENEFITS:
40-Page Personalized G.R.O.W. Guide (Gaps, Risks & Opportunities analysis)
Planning: Strategies mapped to your concerns, readiness checklist & discounted CFP services
Get Her Done Plus
$29/mo.
Full Software & 2 Coach Sessions
Learn: Get retirement smart with personalized e-classes & content
Assess: Organize & assess your finances (full view into cash flow, net worth & more)
Discover: When you can retire, how much you’ll need and if your savings will last?
Connect: to our network of experts
Coaching: Two one-hour sessions (via Zoom)
Join: Private Facebook group
ADDITIONAL BENEFITS:
40-Page Personalized G.R.O.W. Guide (Gaps, Risks & Opportunities analysis)
Planning: Strategies mapped to your concerns, readiness checklist & discounted CFP services
Get Her Done Platinum
$97/mo.
Full Software, 2 Coach Sessions & Discounts
Learn: Get retirement smart with personalized e-classes & content
Assess: Organize & assess your finances (full view into cash flow, net worth & more)
Discover: When you can retire, how much you’ll need and if your savings will last?
Connect: to our network of experts
Coaching: Two one-hour sessions (via Zoom)
Join: Private Facebook group
ADDITIONAL BENEFITS:
40-Page Personalized G.R.O.W. Guide (Gaps, Risks & Opportunities analysis)
Planning: Strategies mapped to your concerns, readiness checklist & Am I Ready for Retirement? Assessment
Discounted services & special bonuses
Get Her Done Platinum +
$197/mo.
Full Software, Monthly Coaching & Discounts
Learn: Get retirement smart with personalized e-classes & content
Assess: Organize & assess your finances (full view into cash flow, net worth & more)
Discover: When you can retire, how much you’ll need and if your savings will last?
Connect: to our network of experts
Coaching: Monthly one-hour sessions (via Zoom)
Join: Private Facebook group
ADDITIONAL BENEFITS:
40-Page Personalized G.R.O.W. Guide (Gaps, Risks & Opportunities analysis)
Planning: Strategies mapped to your concerns, readiness checklist, Am I Ready for Retirement? Assessmen & $250 off CFP plan
Discounted services & special bonuses
| Dashboard | Primer | Premium | Plus | Platinum | Platinum + |
|---|---|---|---|---|---|
| Onboarding/training (45 min. session) | |||||
| Video training | |||||
| Organizational tools | |||||
| Retirement resources | |||||
| Software training on-demand | |||||
| Implementation best practices | |||||
| Advisor suitability quiz & guidance | |||||
| Access to storage vault for doc sharing | |||||
| Subject Matter Expert Guidance | |||||
| Access to Assessments |
| Learn Module | Primer | Premium | Plus | Platinum | Platinum + |
|---|---|---|---|---|---|
| 90 question retirement I.Q. test | |||||
| Knowledge score/personalized education plan | |||||
| Personalized 100 page e-book | |||||
| 20 financial/retirement e-classes | |||||
| 8 hour retirement masterclass on-demand | |||||
| Learning Library | |||||
| Access Module | Primer | Premium | Plus | Platinum | Platinum + |
|---|---|---|---|---|---|
| Quick Assessment: gaps, income need, net worth | |||||
| Detailed financial discovery/inventory exercises | |||||
| Visual summary & display of goals, household finances/retirement prep | |||||
| Net worth, cash flow, income, savings & investment projections | |||||
| Smarter Spending Tracking tool | |||||
| Financial inventory score and gap analyzer | |||||
| Personalized G.R.O.W. (Gaps, Risks & Opportunities for Wealthbuilding) Summary & Guide |
| Envision Module | Primer | Premium | Plus | Platinum | Platinum + |
|---|---|---|---|---|---|
| Lifestyle planning | |||||
| Retirement goal setting and prioritizing | |||||
| Visioning exercises |
| Plan Module | Primer | Premium | Plus | Platinum | Platinum + |
|---|---|---|---|---|---|
| Strategies mapped to your concerns | |||||
| Retirement readiness checklists | |||||
| Connect with a CFP |
| Implementation Module | Primer | Premium | Plus | Platinum | Platinum + |
|---|---|---|---|---|---|
| Implementation best practices | |||||
| Advisor suitability quiz & guidance | |||||
| Access to storage vault for doc sharing | |||||
| Subject Matter Expert Guidance | |||||
| Access to Assessments |
| Primer | Premium | Plus | Platinum | Platinum + | |
|---|---|---|---|---|---|
| 2 online coaching sessions | |||||
| Monthly online coaching sessions | |||||
| Coaching on-demand ($100/hour) | |||||
| Primer | Premium | Plus | Platinum | Platinum + | |
|---|---|---|---|---|---|
| Trust & Will: 10% discount | |||||
| i65 Medicare consulting: 10% discount | |||||
| College Bound. Money Found consulting: 10% discount | |||||
| Eversafe: 10% discount | |||||
| Reverse Mortgage: application discount | |||||
| Halo Long Term Care analyzer | |||||
| Everplans Life Storage Vault | |||||
| “Legacy” Interview & Recording | |||||
| CPA financial plan: $250 off |
| Primer | Premium | Plus | Platinum | Platinum + | |
|---|---|---|---|---|---|
| Onboarding/training (45 min. session) | |||||
| Unlimited email software support | |||||
| Access to private community |
| Primer | Premium | Plus | Platinum | Platinum + | |
|---|---|---|---|---|---|
| Primer | Premium | Plus | Platinum | Platinum + | |
|---|---|---|---|---|---|
| Primer | Premium | Plus | Platinum | Platinum + | |
|---|---|---|---|---|---|
| Am I Ready for Retirement? | $250 | $225 | $200 | $200 | Included |
| Portfolio Review & Stress Test | $150 | $125 | $100 | $100 | Included |
| Is My 401k Ok? | $150 | $125 | $100 | $100 | Included |
| Tax Efficiency Audit | $150 | $125 | $100 | $100 | Included |
| Social Security Timing | $150 | $125 | $100 | $100 | Included |
| Insurance Inspection | $150 | $125 | $100 | $100 | Included |
| Medicare Projection | $150 | $125 | $100 | $100 | Included |
| Suddenly Single Analysis (divorce/death) | $150 | $125 | $100 | $100 | Included |
| Primer | Premium | Plus | Platinum | Platinum + | |
|---|---|---|---|---|---|
| Her Retirement Swag Bag (cool logo items) | Available to purchase | Available to purchase | Available to purchase | Available to purchase | Included |
| Her Retirement Big Book of Qs&As | Available to purchase | Available to purchase | Available to purchase | Available to purchase | Included |
| In Case I Get Hit By a Bus Book | Available to purchase | Available to purchase | Available to purchase | Available to purchase | Included |
| How to Retire Happy, Wild & Free Book | Available to purchase | Available to purchase | Available to purchase | Available to purchase | Included |
| Primer | Premium | Plus | Platinum | Platinum + | |
|---|---|---|---|---|---|
| Help us help 1 million women know more & have more | |||||
| 50% Discount on Subscriptions | |||||
| Her Retirement Swag Bag (cool logo items) |
Coach
Get help and support from a RetireMentor coach via Zoom. Get software training, ask questions or guidance on any topic.
$100/one hour session
Subject Matter Experts
Whether you want help making a financial decision or want to discuss any topic ranging from: investments to income planning; Social Security to Medicare/healthcare; 401ks to life insurance; death and divorce to marriage and children; college funding to estate planning; long term care to home equity, and everything in between you can get connected to a subject matter expert.
Fee varies by expert