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

Take a Look at the Details of Each Subscription Level to See What's Best for You

(click to expand each section)

DashboardPrimerPremiumPlusPlatinumPlatinum +
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 ModulePrimerPremiumPlusPlatinumPlatinum +
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 ModulePrimerPremiumPlusPlatinumPlatinum +
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 ModulePrimerPremiumPlusPlatinumPlatinum +
Lifestyle planning
Retirement goal setting and prioritizing
Visioning exercises
Plan ModulePrimerPremiumPlusPlatinumPlatinum +
Strategies mapped to your concerns
Retirement readiness checklists
Connect with a CFP
Implementation ModulePrimerPremiumPlusPlatinumPlatinum +
Implementation best practices
Advisor suitability quiz & guidance
Access to storage vault for doc sharing
Subject Matter Expert Guidance
Access to Assessments
 PrimerPremiumPlusPlatinumPlatinum +
2 online coaching sessions
Monthly online coaching sessions
Coaching on-demand ($100/hour)
 PrimerPremiumPlusPlatinumPlatinum +
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
 PrimerPremiumPlusPlatinumPlatinum +
Onboarding/training (45 min. session)
Unlimited email software support
Access to private community
 PrimerPremiumPlusPlatinumPlatinum +
 PrimerPremiumPlusPlatinumPlatinum +
 PrimerPremiumPlusPlatinumPlatinum +
Am I Ready for Retirement?$250$225$200$200Included
Portfolio Review & Stress Test$150$125$100$100Included
Is My 401k Ok?$150$125$100$100Included
Tax Efficiency Audit$150$125$100$100Included
Social Security Timing$150$125$100$100Included
Insurance Inspection$150$125$100$100Included
Medicare Projection$150$125$100$100Included
Suddenly Single Analysis (divorce/death)$150$125$100$100Included
 PrimerPremiumPlusPlatinumPlatinum +
Her Retirement Swag Bag (cool logo items)Available to purchaseAvailable to purchaseAvailable to purchaseAvailable to purchaseIncluded
Her Retirement Big Book of Qs&AsAvailable to purchaseAvailable to purchaseAvailable to purchaseAvailable to purchaseIncluded
In Case I Get Hit By a Bus BookAvailable to purchaseAvailable to purchaseAvailable to purchaseAvailable to purchaseIncluded
How to Retire Happy, Wild & Free BookAvailable to purchaseAvailable to purchaseAvailable to purchaseAvailable to purchaseIncluded
 PrimerPremiumPlusPlatinumPlatinum +
Help us help 1 million women know more & have more
50% Discount on Subscriptions
Her Retirement Swag Bag (cool logo items)

Get Help from a Coach or Subject Matter Expert Anytime

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