Pricing

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Basic
More than a simple retirement calculator, it’s a great way to take control and start building a financial plan.
Free
no credit card required
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  • Build a personalized plan
  • Get reliable planning answers
  • Try "what if" scenarios
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 / year
billed annually
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
  • Live Q&A sessions BONUS
  • Intro to Planning Classes BONUS
NewRetirement Advisors
Collaborate with a CERTIFIED FINANCIAL PLANNER™ professional. Gain access to fee-only fiduciary expertise.
$1,650 on average
Depends on level of service
Free Discovery Session Choose the engagement that suits your needs…
  • Holistic planning
  • Comprehensive retirement plan review
  • Asset allocation/asset location
  • Roth conversion & withdrawals review
  • Retainer with full access to CFP®
  • Short term engagements
  • Flexible plans customized to your needs

Feature comparison

Basic

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PlannerPlus

14 Day Free Trial

NewRetirement Advisors

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Inputs and modeling that let you take control over your plan

Comprehensive inputs 100+ 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+
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
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®)

Free discovery session
Flexible service offerings
Expert answers

Feature comparison

Basic

Get Started

PlannerPlus

14 Day Free Trial

NewRetirement Advisors

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.

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