Select the subscription that is right for you
Get started for free. Use the Basic Planner to get organized and see where you stand.
Unlock all functionality, including a digital coach. Make better decisions about your future.
Digital planning + support
Unlock tool. Plus live 1:1 coaching support. And, a full library of classes and Q&A sessions.
Collaborate with a CFP
Unlock tool. Plus live coaching, classes, and full access to a CFP® for individualized advice.
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.
$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|Be alerted when something is wrong or out of date in your plan|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|
|General Q&A session focused on how to set up and use the Planner|
|Monthly Q&A session to support 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
|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.