Try Platform Primer Free for 30 Days

Get Educated and Have a Complete View Into Your Finances. Learn when you can retire, how much you’ll need and if your savings will last.
Only $8/month after free trial period

Learn & Assess Modules

What’s included:

  • 90 question retirement I.Q. test
  • Personalized e-book & e-classes
  • Detailed financial discovery/inventory exercises
  • Visual summary & display of goals, household finances/retirement prep
  • Net worth, cash flow, income, savings & investment projections
  • Organizational tools
  • Smarter Spending Tracking tool
  • Retirement resources
  • Access to private community
  • Connect to coaching, fee-based planning & subject matter experts/retirement services
  • Option to upgrade subscription