Financial planning can be tricky.
Our flexible service model lets you pay for help with your plan, exactly when you need it.
“The Live session was super useful and exceeded my expectations.”
Barbara from Florida
“The Live session was very helpful and I now feel more comfortable with the program.”
James from Virginia
“We were both very impressed with your knowledge and suggestions and will definitely schedule a follow-up at some point in the near future.”
Lisa from Pennsylvania
Create and Review Your Plan
Live sessions are often used to:
to guide you toward your financial goals
We understand that there are times when a coach can’t meet all of your needs. When you’re seeking a greater degree of collaboration, or specific advice, working with a Certified Financial Planner® from NewRetirement Advisors is the solution.
Advisor sessions are often used to:
Take the next step with one of our professionals.
Initial Plan Review
Gain confidence in your Plan
Get support for the first steps of your journey — ensuring accuracy and setting the stage for informed decision making
- Learn more about the tool by exploring new functions
- Ensure you have entered information accurately
- Check for missing pieces of information and fill in gaps
- Assess your status against your goals
- Explore the levers that ensure your plan is fully funded
- Confirm your understanding of financial strategies
- Create a plan of action
- Determine whether to schedule another session
Explore possibilities & opportunities
Explore the possibilities and tailor your plan — informed decision making and customizing strategies
- Review insights from previous sessions
- Discuss new issues or changes: material or strategically
- Fine tune your budget
- Customize your withdrawal order in a tax-efficient way
- Explore and model a baseline plan for Roth conversions
- Model scenarios to compare and contrast decisions
- Create a plan of action
- Review and refine your plan of action
- Determine when to schedule an accountability check in
Bundle & Save
Keep the Momentum Going You’ve had a session or two, but you’re in a dynamic stage. You want to keep exploring, tweaking, and tuning your plan. And, you want a guide by your side as you do so for maximum efficiency and effectiveness. Guarantee yourself a spot with this package.
Every plan is different. NewRetirement Advisors uses a process that ensures we collaborate on your financial journey.
Retirement Plan Checkup
We will always start by understanding your current situation and goals to determine if we are a good fit to help you navigate the future. After determining that we want to work together, you will enter your plan data and receive as much help as needed to complete the process.
We will review the plan and projections as it is entered. We will confirm that your data is accurate and complete. We’ll assess your plan status compared to your goals and clarify any questions you may have. Your advisor will then analyze your plan data and develop recommendations.
We will review a customized plan of action that includes our observations and considerations that we believe will help guide you toward your financial goals.
Comprehensive Financial Plan Review
We will follow the same collaborative process as the Retirement Plan Checkup including a customized plan of action to guide you toward your financial goals. In addition, we’ll look at the plan with some of the following questions in mind:
- What does my plan look like with a premature death of a spouse?
- What if I become disabled?
- What if my spouse needs long-term care?
- My employer is offering new benefits, what should I choose?
- What is the best way to plan for children’s or grandchildren’s education?
Our ongoing support allows you to stay in touch with your advisor as questions come up and you may want help with some of the action items in your plan. You may desire help coordinating with other financial professionals such as an attorney or accountant. Meeting with your advisor allows you to keep your financial plan on track and make annual updates. There may be employment changes, tax law changes, and your goals may require adjustments to your plan.
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.
Get to know our Coaches. Discover who’s best for you.
Michelle is the Director of Product and Services at NewRetirement. She manages the product, customer support, education, and service to help you prepare for financial independence and make smarter choices for retirement. Her goal at NewRetirement 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.
Michelle lives in Chicago where she enjoys exploring neighborhoods, playing basketball, and planning her next international travel adventure.
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.
When she’s not crunching numbers, Nancy might 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.
Nancy is a wealth of knowledge and loves working with the NewRetirement community. You may meet her during My Plan Demos, Office Hours, or in Live Plan Review Sessions.
The NewRetirement Advisors Team
Bruce Lorenz, CFP®, MBA, FHFMA
Bruce Lorenz joined the financial services industry and became a CFP® professional to help people achieve their financial goals, plain and simple. He is the practicing advisor for NewRetirement Advisors.
Bruce spent his early career managing finances for healthcare organizations and transitioned to direct financial planning services so he could work one on one with individuals and families, helping them plan for the future and live their best life.
Bruce earned a Bachelor of Arts in Journalism and Bachelor of Science in Business Administration from Union College in Lincoln, NE, before completing a Master of Business Administration from Kansas University. He is also certified as a Fellow with the Healthcare Financial Management Association.
Bruce shows his passion to help others by providing pro bono financial planning through a number of organizations helping the underserved across the country.
Blending his experience in the healthcare industry with his financial planning knowledge, Bruce is positioned to help people understand Medicare and their choices and options available.
When he’s not providing financial guidance, you can often find Bruce enjoying a run or playing pickup basketball games at the gym. Bruce is also an avid music lover and plays the piano.