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


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 and have a complete view into your finances, gaps, risks & opportunities for wealth-building, track tasks, understand retirement optimized strategies and implementation best practices.

Platform Platinum

$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 Platinum+

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)

DashboardPreviewPrimerPremiumPlatform PlusPlatform Plus Pro
Onboarding/training (45 min. session)     
Video training     
Organizational tools     
Retirement resources     
Software training on-demand     

Learn ModulePreviewPrimerPremiumPlatform PlusPlatform 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 ModulePreviewPrimerPremiumPlatform PlusPlatform 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 ModulePreviewPrimerPremiumPlatform PlusPlatform Plus Pro
Lifestyle planning   
Retirement goal setting and prioritizing   
Visioning exerises   

Plan ModulePreviewPrimerPremiumPlatform PlusPlatform Plus Pro
Strategies mapped to your concerns   
Retirement readiness checklists   
Connect with a CFP   

Implementation ModulePreviewPrimerPremiumPlatform PlusPlatform Plus Pro
Implementation best practices   
Advisor suitability quiz & guidance   
Access to storage vault for doc sharing   
Subject Matter Expert Guidance   
Access to Assessments   
PreviewPrimerPremiumPlatform PlusPlatform Plus Pro
2 online coaching sessions  
Monthly online coaching sessions 
Coaching on-demand ($100/hour)    
PreviewPrimerPremiumPlatform PlusPlatform Plus Pro
Onboarding/training (45 min. session)    
Unlimited email software support    
Access to private community    
PreviewPrimerPremiumPlatform PlusPlatform Plus Pro
Expert On-Demand     
CPA financial plan: $250 off 
AssessmentsPreviewPrimerPremiumPlatform PlusPlatform Plus Pro
Am I Ready for Retirement?250250225200Included
Portfolio Review & Stress Test150150125100Included
Is My 401k Ok?150150125100Included
Tax Efficiency Audit150150125100Included
Social Security Timing150150125100Included
Insurance Inspection150150125100Included
Medicare Projection150150125100Included
Suddenly Single Analysis (divorce/death)150150125100Included