Plus Pricing

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The average price of a financial plan from a CFP® is $2,800. Digital and hybrid planning is more flexible and costs less.

Compare subscriptions. Discover what’s best for you.

PlannerPlus
$120
PlannerPlus Live
$360
Advisor Services
$1,500 & up
Unlock all planning inputs, including powerful tools for taxes, real estate and healthcare All access All access All access
Take full control over all plan assumptions
Reduce tax expenditures by reviewing your estimated annual deductions, gross and net taxable income, and taxes
Powerful real estate modeling: Plan future changes to home, mortgage, and investment properties
Understand healthcare costs, with a personalized estimate of your out of pocket Medicare expenses
Create a detailed budget in 75 categories (specify discretionary and necessary spending levels and tax status)
Option to link accounts for automatic updating of balances
Print plan or download your data to a spreadsheet
Access additional charts, go deeper into all aspects of your plan
Run multiple scenarios
And, so much more…
Personalized alerts from the Digital Coach All access All access All access
Quick tips for setting up your plan
Be alerted when something is wrong or out of date in your plan
Specific suggestions for how to be wealthier or more secure
Explorers for better decisions All access All access All access
Optimize Social Security
Get a personalized Roth conversion strategy, optimizing for wealth
Stress test your plan with “what if” scenarios
Find the best withdrawal strategy
Live and recorded classes taught by experts Intro All Access All Access
8 week session on “Building Your NewRetirement Plan” (a $50 value)
Monthly live group classes via Zoom on timely planning topics like asset allocation, Medicare, charitable giving, and more (a $175 value)
Full access to recordings of 16 in depth classes on planning topics
Live Q&A sessions: Get answers to planning questions Intro All Access All Access
1 hour Planner demo with Q&A
Monthly Q&A session to support people in the Build Your NewRetirement Plan class
Q&A session focused on the monthly planning topic
Priority response to questions asked in online chat
Live personalized planning session with a NewRetirement Coach 1 annual
session
1 annual
session
An annual walk through your plan with a NewRetirement expert to make sure your plan is accurate (a $175 value)
Retirement plan checkup, financial advice, and ongoing support from a fee-only fiduciary Certified Financial Planner® Professional
advice and guidance
Discovery call to discuss your financial goals
An initial consult to review to agree on all data points and assumptions in your plan
Delivery of a plan of action covering CFP®’s observations and recommendations
An annual check in meeting to discuss status of your plan and make changes as needed
Additional, in depth review of specific aspects of your plan (asset allocation, tax, Medicare, insurance, estate, and other topics) as agreed upon
Unlimited ongoing access to your CFP® to ask questions and get advice as needed on topics that could include asset allocation, asset location, Medicare options, insurance review, estate discussion, tax changes, and any other topics that are pertinent

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.