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Retirement Well-Being Software for Her The Smart Place to Make All Your Retirement Decisions & Retire Well

Your Roadmap to More is Finally Here

Retiring well is all about having more of what’s important to you…more health, more wealth, more happiness. 

The Her Retirement Well-Being Software Platform provides the roadmap you need to go from concerned to confident on your journey to and through retirement. You’ll have access to our proprietary framework presented in five modules: Learn, Envision, Assess, Plan and Implement. You’ll do some soul searching and numbers crunching as you dig into the financial and non-financial details that will dictate your retirement outcome. 

Are you ready to Know More. Have More. Live More. And Get Her Done? Take a 10-minute tour of the platform and read more about all the functionality you will find inside the platform below.

Learn

Test your financial literacy & take personalized e-classes to fill your knowledge gaps.

Envision

Complete visioning exercises to define and prioritze your retirement lifestyle goals. 

Assess

Take a financial inventory and understand your gaps, risks & opportunities.

Plan

Understand retirement optimized strategies and how to plan for retirement.

 

Implement

Find out if you need a retirement advisor & connect with pro’s to Get Her Done.

"I learned so much about my money, my retirement and myself using the Her Retirement software. Wow!"

 -Christy B.

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.

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

Focus on the Non-Financial Stuff

So many people focus on the financial side of retirement planning, but it’s REALLY important to start with your vision of life in retirement. What do you want your retirement lifestyle to look like? What will be your purpose and passions in retirement? What do you want your money for? Money is just a tool to help us live the life we want. The Envision Module allows you to re-imagine and re-invent your next chapter.

ASSESS

Find Out if You Have Enough of the Right Financial Stuff

Assess your financial gaps when you take an inventory of what you’ve got, what you’ll need and what you want in retirement. The software will provide a detailed dashboard of everything you’ve got. It will also give you a one-page summary and a 40-page personalized report identifying your gaps, risks and opportunities. You’ll also be able to use our Smarter Spending Tracking Tool to keep tabs on your cash flow prior to and in 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 & Reliable

A critical component of retirement readiness is getting a comprehensive plan pulled together. In this module, you’ll learn about “retirement optimized” strategies that address your gaps and top concerns, and are the basis for a reliable income for life. You’ll also: learn what a proper planning process looks like; have access to our ultimate retirement to-do list to keep you and your team on track; and be informed of all the important financial milestones on your journey to retirement. Our Milestone Minder functionality emails you whenever you’re approaching a milestone that will require a decision on your part. The email also contains a description of the milestone. Our goal is to leave no stone unturned when it comes to planning your retirement.

 

IMPLEMENT

Connect with a Team & Make it Happen

Th Implement module provides an advisor suitability quiz to help you determine if/how an advisor can help you, along with our guide to finding the right advisor. You can also connect with a Certified Financial Planner or other professional in our network of subject matter experts. We’ve done all the shopping and vetting of these pro’s you may need to take action and Get Her Done.

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 retirement pro’s. After all, do you really want to figure out all this stuff on your own? Yeah, didn’t think so. Let’s collaborate.

Attn: Employers & Financial/Legal Pro's

92%

This is the percent of employees who said help with retirement planning was one of their priorities when choosing where to work.*

60%

This is the percent of wealth women will control in the United States by 2030.  

24%

This is the percent of  women who have a written retirement plan.

Employers have a unique chance to make a positive difference in their employees’ lives by actively assisting them in preparing for retirement. By promoting retirement readiness, employers can enhance their ability to attract and retain talent, show their dedication to their employees’ well-being, and boost their financial performance.

Financial and legal professionals are in a unique position to help more women better prepare for and live in retirement. By offering a platform like Her Retirement to their community of women, they can build good will and a stronger economy. When women have more financial security, everyone benefits. 

Fill the Gaps.
Feel the Goodness.

“Those who have a written Retirement Plan have a nest egg 445% bigger than non-planners.”*

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.