get her done

Software & Coaching Subscriptions Your Retirement Control Center

You can subscribe to our software and add coaching services to get the addtional help you need to navigate your retirement readiness.

Get Her Done Primer

free trial

& then $8/mo.

LEARN

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?

TRAINING

One 30-minute software training

CONNECT

To our network of experts

 

Get Her Done Premium

$14/mo.

LEARN

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?

TRAINING

One 30-minute software training

CONNECT

To our network of experts

ADDITIONAL BENEFITS

40-Page Personalized G.R.O.W. Guide (Gaps, Risks & Opportunities analysis)

Planning & strategies mapped to your concerns, readiness checklist & discounted CFP fee-only plan

Get Her Done Plus

$29/mo.

LEARN

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?

COACHING

Two one-hour sessions (via Zoom)

CONNECT

To our network of experts

ADDITIONAL BENEFITS:

40-Page Personalized G.R.O.W. Guide (Gaps, Risks & Opportunities analysis)

Planning & Strategies mapped to your concerns, readiness checklist & discounted CFP fee-only plan

Get Her Done Platinum

$97/mo.

LEARN

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?

COACHING

Two one-hour sessions (via Zoom)

CONNECT

 To our network of experts

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 ($2,000 value)

Get Her Done Platinum +

$197/mo.

LEARN

 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?

COACHING

Monthly one-hour sessions (via Zoom)

CONNECT

To our network of experts

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 ($2,000 value)

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 +
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 +
Onboarding/training (45 min. session)
Unlimited email software support
Access to private community
PrimerPremiumPlusPlatinumPlatinum +
PrimerPremiumPlusPlatinumPlatinum +
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