Once you see the power of the platform...
Subscribing will be a no-brainer
At the intersection of technology, content and people, you find Retirement Solved...pulling all the pieces of the retirement puzzle together for YOU.
Platform Preview
Free
Quick Assess Module Only
Quick Assessment gives you a sample of the personalized content, calculations and powerful data available to you throughout this software platform.
Platform Primer
$8/month
Learn & Assess Modules
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
Platform Premium
$14/month
Learn, Envision, Assess, Plan & Implement Modules
Get Educated, Have a Complete View Into Your Finances, Gaps, Risks & Opportunities for Wealthbuilding, track tasks, understand retirement optimized strategies and implementation best practices
Platform Plus
$29/month
LEAPI Modules with a Coach
Get Ready for Retirement: Full access to all software modules. Readiness process led by a RetireMentor coach
Platform Plus Pro
Starting at $1,500/year
LEAPI Modules, Coach & Pros
Get the expert guidance to to get more, keep more and have more with a plan you understand and have 100% confidence in
Decide Which Subscription is Best for Your Needs
(click to expand each section)
| Dashboard | Preview | Primer | Premium | Platform Plus | Platform Plus Pro |
|---|---|---|---|---|---|
| Onboarding/training (45 min. session) | |||||
| Video training | |||||
| Organizational tools | |||||
| Retirement resources | |||||
| Software training on-demand |
| Learn Module | Preview | Primer | Premium | Platform Plus | Platform Plus Pro |
|---|---|---|---|---|---|
| 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 | Preview | Primer | Premium | Platform Plus | Platform Plus Pro |
|---|---|---|---|---|---|
| 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 | Preview | Primer | Premium | Platform Plus | Platform Plus Pro |
|---|---|---|---|---|---|
| Lifestyle planning | |||||
| Retirement goal setting and prioritizing | |||||
| Visioning exerises |
| Plan Module | Preview | Primer | Premium | Platform Plus | Platform Plus Pro |
|---|---|---|---|---|---|
| Strategies mapped to your concerns | |||||
| Retirement readiness checklists | |||||
| Connect with a CFP |
| Implementation Module | Preview | Primer | Premium | Platform Plus | Platform Plus Pro |
|---|---|---|---|---|---|
| Implementation best practices | |||||
| Advisor suitability quiz & guidance | |||||
| Access to storage vault for doc sharing | |||||
| Subject Matter Expert Guidance | |||||
| Access to Assessments |
| Preview | Primer | Premium | Platform Plus | Platform Plus Pro | |
|---|---|---|---|---|---|
| 2 online coaching sessions | |||||
| Monthly online coaching sessions | |||||
| Coaching on-demand ($100/hour) |
| Preview | Primer | Premium | Platform Plus | Platform Plus Pro | |
|---|---|---|---|---|---|
| Onboarding/training (45 min. session) | |||||
| Unlimited email software support | |||||
| Access to private community |
| Preview | Primer | Premium | Platform Plus | Platform Plus Pro | |
|---|---|---|---|---|---|
| Expert On-Demand | |||||
| CPA financial plan: $250 off |
| Preview | Primer | Premium | Platform Plus | Platform Plus Pro | |
|---|---|---|---|---|---|
| Assessments | Preview | Primer | Premium | Platform Plus | Platform Plus Pro |
|---|---|---|---|---|---|
| Am I Ready for Retirement? | 250 | 250 | 225 | 200 | Included |
| Portfolio Review & Stress Test | 150 | 150 | 125 | 100 | Included |
| Is My 401k Ok? | 150 | 150 | 125 | 100 | Included |
| Tax Efficiency Audit | 150 | 150 | 125 | 100 | Included |
| Social Security Timing | 150 | 150 | 125 | 100 | Included |
| Insurance Inspection | 150 | 150 | 125 | 100 | Included |
| Medicare Projection | 150 | 150 | 125 | 100 | Included |
| Suddenly Single Analysis (divorce/death) | 150 | 150 | 125 | 100 | Included |