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