Financial planning tools and services to put you on the path to the future you want
Your guide to financial planning and retirement
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Get to know the people behind the company and the mission behind the work
Digital financial planning and guidance at scale
Our 1:1 coaching provides a fresh pair of expert eyes on your plan.
Get reassurance that your data is entered correctly. Learn how to maximize the tools for a wealthy and secure future.
Walk step by step through all data in your plan.
Confirm your understanding of financial strategies.
Gain a better understanding of your future financial security.
See how to track against your retirement objectives.
Learn about tax, real estate and other advanced tools.
Create a plan of action.
We get that financial planning can be intimidating. We’re here to help as you level up your skills and deepen your understanding of personal finance. Our coaches are experts in financial planning as well as our Planner and can help you over any speed bumps on your path to financial security.
Select a time slot for your coaching session
In a private 45 minute Zoom session we’ll ensure your data is entered accurately in the NewRetirement Planner, go over your questions, and identify opportunities.
You’ll feel more confident about your future financial security and have the know how to stay on track. Have more questions? You can always schedule a follow-up session.
Michelle is the Director of Product and Services at NewRetirement. She manages the product, customer support, education, and services to help you prepare for financial independence and make smarter choices for retirement. Her goal is to broaden the reach of financial education and empower you to take control of financial decisions.
Michelle has a BA in Psychology from the University of Michigan, an MS in Human-Computer-Interaction from DePaul University, and complete Certified Financial Planner® coursework at Northwestern University. She previously worked for Technology Consulting firms as a Program Manager for clients in Financial Services, Hospitality, Healthcare, and the United States Air Force.
In her free time
Michelle lives in Chicago where she enjoys exploring neighborhoods, playing basketball, and planning her next international travel adventure.
Nancy is a wealth of knowledge and loves working with the NewRetirement community as an educator and coach. You’ll meet her during Office Hours, in Classes, and in Live Plan Review Sessions. Her goal is to educate and support you as you design your plan with complete confidence for today and for the future
With a hunger to continue learning after her career as a Spanish teacher and department leader, Nancy immersed herself in the language of personal finance and has since completed a certificate in accounting, passed the FINRA SIE exam, and passed the NASAA Series 63, 65, and 66 exams.
In her free time
When she’s not crunching numbers, Nancy can be found on a hiking trail or curled up with a good book. She’s also an avid traveler and “templer,” having visited sites such as Teotihuacán, Machu Picchu and Angkor Wat.
Rae’s analytical inclinations and desire for meaningful work making a difference in the lives of others led to an early career pivot from project management to the field of financial planning.
As a graduate of the University of Minnesota-Duluth (UMD) with a bachelor’s degree in Human Resource Management and a minor in Psychology, Rae returned to UMD in 2018, enrolling in the CFP® Board Certified Financial Planning program with the goal of becoming a CERTIFIED FINANCIAL PLANNER™.
She’s grateful for the opportunity to join the NewRetirement team to collaborate with members and support their planning efforts through the service desk, one-on one-coaching, and live events.
In her free time
Rae is an avid disc golfer and loves to travel, especially to places with awesome hiking trails.
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Disclaimer: The content, calculators, and tools on NewRetirement.com are for
informational and educational purposes only and should not be construed as professional financial
advice. NewRetirement Planner and PlannerPlus are tools that individuals can use on their own behalf to
help think through their future plans, but should not be acted upon as a complete financial plan. We
strongly recommend that you seek the advice of a financial services professional who has a fiduciary
relationship with you before making any type of investment or significant financial decision.
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