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Work With Us Ready to Know More & Have More?
In all of our Know More. Have More Program(s), you’ll experience the power of our passionate people, proprietary software, objective content, easy to use tools and myriad of resources. We pride ourselves on a perfect blend of high-tech and high-touch.
Regardless of your age or affluence, mindset or marital status, retired or preparing for retirement, financially savvy or just starting to learn, in our programs you will…
- Learn about finances & retirement
- Get to know yourself & your money
- Navigate uncertainties & overcome obstacles
- Identify gaps & understand strategies to fill them
- Leverage opportunities & make informed decisions
- Know when you can retire & what you’ll need
- Create a plan you understand & have 100% confidence in
We offer 3 core Know More. Have More programs, based on your needs and budget. Plus, we create a whole bunch of low cost and free resources because we never want lack of money to be a barrier for any woman seeking financial education.
Her Retirement
Masterclass
To dip your toes into retirement planning, learn a bit more about this retirement planning thing, and get to know Her Retirement, we suggest you start with our Roadmap to Retirement Masterclass. It’s jam-packed with research-backed and objective education and strategies on the financial and non-financial aspects of retirement planning. It’s a free 90-minute session. You’ll then have the option to go deeper and take advantage of our Know More. Have More Education program which offers 8 modules, coaching and more. This program is only $497 (valued at over $3,000).
Her Retirement
Membership
Her Retirement
Plan
A three-month journey to a better retirement starts here with our 5-step Retirement Readiness Roadmap. Guided by our RetireMentors and powered by our software, we’ll identify your financial and lifestyle gaps, risks and opportunities. We’ll Learn, Envision, Assess, Plan & Implement a “life plan” for retirement you not only understand, but have 100% confidence in. We’ve been known to help women live a better, more intentional and financially secure retirement with this planning framework. You ready? Fees start at $2,000.
A la Carte Services & Fees
If, for whatever reason, one of the programs above isn’t right for you at this time, we do offer al la carte services.
Your RetireMentors
Planning for retirement (financially, mentally, physically) is A LOT. That’s why we assemble a team of RetireMentor coaches, planners or advisors, based on your unique needs so you don’t have to do this whole thing alone. They’re passionate, friendly and great at what they do. You’ll never wonder who’s got your back. You’ll simply know.
We charge $125/hour for a RetireMentor coach. You can connect with any expert in our network for free. They each have their own fee structures. Note: you will have access to expert service discounts via our Know More. Have More club membership. We’re in the process of building the network, please contact a RetireMentor for current experts.
Your Retirement Control Center
Your personalized retirement control center inventories, organizes and analyzes your entire financial life. It identifies your gaps, risks and opportunities. Robust e-learning, visioning, planning and advice modules allow you to make more informed decisions, have more informed conversations and take massive action on your life. You won’t have to guess at what you’ve got and if it’s enough. You’ll simply know.
You can access and use our financial education and retirement readiness software on a DIY basis via a monthly subscription. Or when you engage on a program with us, you’ll have access to the software. We also offer a free two-week trial and/or a free unlimited preview.
Your Retirement Education
It’s time to be a student and steward of your wealth (health and happiness too). We’ve created tons of educational resources, starting with our 6-hour live and on-demand Know More. Have More Masterclass. You can also check out Lynn Toomey’s book, podcast, blog, social media ,and YouTube channel. With so much content and your commitment to learning, you’ll no longer question money and retirement basics (or have the wool pulled over your eyes). You’ll simply know.
Your Retirement Plan of Action
Aka your Personal Pension & Protection Plan will outline your goals, needs, and dreams. It will take into consideration your preferences, risk tolerance, and personality. It will show you how to save, invest and create guaranteed income for life while also protecting you and your money from the major risks of retirement. You’ll no longer question when you can retire. You’ll simply know. Planning fees, provided by Your Retirement Advisor, vary.
Your Community
There is no charge to join our private Her Retirement Facebook community. Other free resources for you include: our podcast and YouTube channel.
