What Can the Her Retirement Software Do for You?
Learn
Assesses your knowledge gaps when you answer a number of retirement questions and then access personalized e-classes and other content to fill your gaps.
Envision
What does your retirement look like? What are your lifestyle goals? What do you want your money for? This module will help you answer these important questions.
Assess
Assesses your financial gaps when you take an inventory of what you’ve got and what you want, and then provides ideas on how to fill your gaps.
Plan
Identifies retirement optimized strategies that address your gaps and top concerns, and are the basis of efficient & sustainable income for life.
Implement
Provides guidance on best practices to implement your plan, as well as suggestions for finding the right advisor. You can also get connected to the subject matter experts you need to create and implement your plan.
Fill the Gaps. Feel the Goodness
“Those who have a written Retirement Plan have a nest egg 445% bigger than non-planners.”*
RetireTogethHer
Say Hello to a Collaborative Retirement
While you can subscribe to the platform and use it on your own, it’s optimized for collaboration between you, a RetireMentor coach and our recommended network of experts. After all, do you really want to become a retirement expert? Yeah, didn’t think so. Let’s collaborate.
Learn
Get Retirement Smart
There’s no need to “blindly” listen to an advisor, the media, Google or a friend when it comes to the right retirement strategies and plan. By investing a bit of time to know more (and having an open mind), our platform’s e-Learning Module gives you the power to make informed decisions based on research vs. hearsay.
Envision
Focus on the Non-Financial Stuff
Our platform’s financial wellness capability helps you find out what you’ve got and what you’re missing for your retirement. By being pro-active you can measure the health of your financial inventory. You’ll rest much easier knowing. And you’ll have the right insight to improve your retirement outcome.
Assess
Find Out if You Have Enough of the Right Financial Stuff
Our platform’s financial wellness capability helps you find out what you’ve got and what you’re missing for your retirement. By being pro-active you can measure the health of your financial inventory. You’ll rest much easier knowing. And you’ll have the right insight to improve your retirement outcome.
Plan
Understand How to Make it Efficient & Sustainable
A critical component of retirement readiness is getting a comprehensive plan pulled together. In this module, you’ll learn about “retirement optimized” strategies that can make your income in retirement more efficient & sustainable. You’ll also have access to our ultimate retirement to-do list to keep you and your planner on track, and you’ll learn what a proper planning process looks like.
Take Action
Make it Happen
The final module in our platform is the Implement module where you find out if you need a retirement advisor and how to find the right one. You can also connect with a network of experts to help you take action and Get Her Done.
Fortune Favors the Smart,
the Bold & the Prepared
Disclaimer
The content, calculators and tools in the Her Retirement Readiness Platform are for informational and educational purposes only and should not be construed as professional financial advice. Her Retirement does not provide tax, investment, or financial services advice. The information is being presented without consideration of the investment objectives, risk tolerance or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. Investing involves risk including the possible loss of principal. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or financial decision. Her Retirement strives to keep its information and tools accurate and up-to-date. The information presented is based on objective analysis, but it may not be the same that you find with a particular financial institution, service provider, or specific product’s site. All content, tools, financial products, comparison and services are presented without warranty. Additionally, this site may be compensated through third party advertisers.