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Work With Us Ready to Know More & Have More?

3 Ways to Invest in Yourself & a Better Retirement

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 Know More. Have More Masterclass.  It’s jam-packed with research-backed and objective education and strategies on the financial and non-financial aspects of retirement planning. The first 60-minute session is free and the additional seven hours of presentations is only $99.  We also include a TON of class materials, tools and resources valued at well over $1,000!

Her Retirement
Membership

While the Masterclass starts you on your journey to Knowing More & Having More…the club helps you take action and stay the course. Through RetireMentor support and group coaching, you’ll take tiny steps and make incremental commitments on your retirement readiness. The goal is to help you make informed decisions and have more informed conversations about your money and your retirement. You won’t have to do this whole retirement planning thing alone. We got you. Subscriptions start at $100/month.

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.  

It Feels So Good to Simply Know

When you commit to yourself and our platform, you’ll know better, feel better, rest better, live better, and retire better. Heck, you’ll even look better too!  So grab a cape ladies, we’re gonna show you how to get her done, and be the “her” in hero. Your wildest dreams included.