Services

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

“That Live session was $150 well spent.”

Steven from California

“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


Live
Starting $150
Guided Support to
Create and Review Your Plan
45-min Online Planning Session
Personal finance is one of the most important aspects of your life, and one of the most complex. You’ve taken the first step, committed to the journey, and begun building your plan. We’re here to help you navigate the complexities.

Live sessions are often used to:
Are you creating a plan for the first time?
Do you want to ensure you meet your unique goals?
Would you like an extra set of eyes on your plan?
Could you use help weaving together all of the threads?


Advisor
Starting $999
A customized plan of action
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:

Are you conflicted about when to retire?
Do you need help comparing complex products?
Are you seeking advice on IRMAA, Social Security, RMDs?
Would you like to assess the timing and tax efficiency of Roth Conversions and withdrawals?

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

Bundle & Save

Keep the Momentum Going and Stay Accountable 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.

NewRetirement Advisors

Every plan is different. NewRetirement Advisors uses a process that ensures we collaborate on your financial journey.

Retirement Plan Checkup

Discovery Meeting

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.

First Consultation

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.

Plan Delivery

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?

$2,400

Schedule a 15-minute Introduction

Ongoing Support

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 make 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 Dash

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.

Nancy Gates

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.

Disclaimer: The content, calculators, and tools on NewRetirement.com are for informational and educational purposes only and should not be construed as professional financial advice. 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.

Terms of Use: Your use of this site constitutes acceptance of the Terms of Use.