How Is NewRetirement Different From Empower Personal Capital? Plus, the advisor is available to answer your questions at any time. It includes a 1 hour consultation meeting, an expertly crafted retirement plan based on your individual needs, and a 1 hour review meeting to discuss the plan and answer questions. And, the most popular Advisory package starts is $1500. If you prefer to get direct help from a Certified Financial Planner TM (CFP), NewRetirement Advisors offer a free discovery session. An initial plan review session runs 45 minutes for just $175. They offer personalized 1×1 financial coaching with no long-term commitment. NewRetirement offers flexible financial services options. You get full access to PlannerPlus, the Intro to Planning classes and additional monthly personal finance classes and Q&A sessions. PlannerPlus Academy: PlannerPlus academy enables you to build your financial know how. You can also participate in an Intro to Planning 8 session course. Favorite features include: lifetime tax projections, Roth conversion explorer, and real estate modeling. It provides you with nearly 250 planning inputs (the Basic Planner only has about 150), additional charting (including Monte Carlo analysis), access to a digital coach (provides alerts to errors and suggests opportunities for how to increase wealth and security). PlannerPlus: With PlannerPlus you can unlock the full power of planning. It provides access to a powerful planning tool (much more comprehensive than a retirement calculator). You can just create an account and get started. Planner Basic: This subscription does not require a credit card. The most popular option is only $120/year and you can try it for free for 14 days before you are billed. There are currently three different pricing plans for the online retirement planner ranging from free to $270/year. NewRetirement Planner Subscription Options Here is a breakdown of their various plans. NewRetirement has both free and paid services. Live and recorded classes to boost your financial know-how.Calculators for retirement, social security, lifetime annuity, reverse mortgage.Some of the resources and services offered by NewRetirement include: This in turn can help you save time and stress. Users like you can utilize their technology to gain confidence, achieve financial independence, and maximize your money. NewRetirement wants to bring financial planning to the mass market at a very low cost. Over 200,000 individuals have built plans. NewRetirement was voted best retirement tool by Forbes, and the American Association of Individual Investors. In addition, he worked as a consultant for Charles Schwab, Fidelity, Dimensional Fund Advisors, and others. He also bootstrapped a profitable 7-figure consulting firm and a separate performance marketing firm. Stephen Chen, Founder and CEO of NewRetirement
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