Financial planning tools and services to put you on the path to the future you want
Your guide to financial planning and retirement
Connect with peers and experts
Get to know the people behind the company and the mission behind the work
Offer financial wellness to the people at the heart of your business
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 50 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.
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.
With Masters degrees in both Life Coaching and Management & Leadership, Jean is passionate about empowering individuals to live their most authentic and fulfilling lives. She wants you to feel confident about your ability to fund a secure financial future.
Jean has 9 years of financial coaching experience. In her most recent position with the United States Navy, she helped service members and their families create financial goals and an actionable plan for achieving them.
In her free time
When she’s not helping you with your retirement plans, Jean is busy with her three young children.
Mike enjoys helping people from all types of financial backgrounds with planning for their future financial goals, like retirement. As a Financial Wellness Coach, his goal is to educate and empower you so you can feel confident in your financial decisions and enjoy the life you want to live.
With 10+ years of experience in the financial services industry, Mike has had exposure to various sides of the industry, from wealth management for individuals and families, to running his own fee-only, advice-only practice, to providing financial wellness as an employee benefit for mostly tech companies. Mike is a CFP® professional and IRS Enrolled Agent and is always looking to continue developing his financial knowledge.
In his free time
When he’s not reading a personal finance book, Mike enjoys spending time with his friends and family, especially his nephew and niece. He enjoys trying out new restaurants in the Pittsburgh area, where he is from, and playing tennis when weather permits.
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Disclaimer: The content, calculators, and tools on NewRetirement.com are for informational and educational purposes
only and are not investment advice. They apply financial concepts in a general manner and include
hypotheticals based on information you provide. For retirement planning, you should consider other
assets, income, and investments such as equity in a home or savings accounts in addition to your
retirement savings in an IRA or qualified plan such as a 401(k). Among other things, NewRetirement
provides you with a way to estimate your future retirement income needs and assess the impact of
different scenarios on retirement income. 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. NewRetirement strives to keep its information and tools accurate and up
to date. The information presented is based on objective analysis, but it may not be the same that you
find on a particular financial institution, service provider or specific product's site. All content,
tools, financial products, calculations, estimates, forecasts, comparison shopping products and services
are presented without warranty.