Pricing

Choose the plan that’s right for you:
Upgrade at any time

Trusted By
Most popular
PlannerPlus
Unlock the full power of planning with more inputs and insights that help you make better decisions and feel more confident about your future.
$120
14 day free trial Everything from Basic, and…
  • Additional 100+ planning inputs
  • Realtime net worth monitoring
  • Personalized digital coach suggestions
  • Interactive explorers
  • Deeper insights
  • Scenario comparisons
  • Intro to Planning Classes Bonus
  • Live Q&A sessions Bonus
PlannerPlus Academy
Build confidence in your know-how by pairing full access to PlannerPlus with monthly personal finance classes and priority product support.

$270
Enroll now Everything from PlannerPlus, and…
  • In-depth live classes, new topics every month
  • Full access to all recorded classes
  • Priority product support
Advisor CFP®
Collaborate with a CERTIFIED FINANCIAL PLANNER™ professional. Gain full access to fee-only fiduciary expertise.


$1,500
Book a free discovery session Everything from PlannerPlus Academy, and…
  • Full walk through of existing situation
  • Comprehensive plan of action
  • Scheduled check-in meetings
  • As needed access to the CFP®

Feature comparison

Basic

Get Started

PlannerPlus

14 Day Free Trial

Academy

Enroll Now

Advisor CFP®

Book Session

Inputs and modeling that let you take control over your plan

Comprehensive inputs 100+ 250+ 250+ 250+
Adjustable plan assumptions
Tax insights
Withdrawal strategy
Real estate modeling
Healthcare cost estimates
Detailed future budgeting
Retirement income planning

Tools for effective decision making

Instant feedback
Run scenarios
Interactive explorers 2 explorers
Insightful charts 10+ 25+ 25+ 25+
Monte Carlo analysis
Real time net worth analysis
Print reports or export data

Digital coach helps you stay on top of your plan

Personalized alerts Up to 5 Unlimited Unlimited Unlimited
Roadmap
Custom opportunities to do better
Warnings on plan accuracy
Monitor financial milestones

Powerful resources to boost your financial IQ

Weekly planning newsletter
Planner demos
Intro to Financial Planning Course
16+ In-Depth classes
Planning Q&A sessions
Q&A sessions on specific topics

Advice and guidance from NewRetirement Advisors: Certified Financial Planner (CFP®)

Discovery call
Plan overview
Plan of action
Annual check in meetings
Ongoing support

Basic

Get Started

PlannerPlus

14 Day Free Trial

Academy

Enroll Now

Advisor CFP®

Book Session
Disclaimer: Advisory services are offered through NewRetirement Advisors, LLC (“NewRetirement Advisors”). NewRetirement Advisors is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewRetirement Advisors and its representatives are properly licensed or exempt from licensure.

newretirement logo mini

Try NewRetirement today

Take financial wellness into your own hands.

Get Started Free