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Quick Assessment gives you a sample of the personalized content, calculations and powerful data available​ to you throughout this software platform.
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Quick Assess Module Only

What's included:
  • Identify gaps in 19 different areas
  • Identify when you can retire
  • Calculate what you'll have for retirement and what you'll need
  • Identify your net worth
  • Organizational tools
  • Retirement resources
  • Access to private community
  • Connect to coaching, fee-based planning & subject matter experts/retirement services
  • Option to upgrade subscription

Her Retirement

The Her Retirement Personalized Readiness Platform assesses your knowledge and financial gaps, while offering strategies and guidance to fill the gaps. The collaborative, easy to use software makes sure you actually create and implement a financial plan vs. just thinking about it. Fortune does indeed favor the smart, the bold and prepared. “Those who have a written retirement plan accumulate a 445% bigger nest egg.” -HSBC Future of Retirement Study, 2013

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