Ideal for anyone who wants an experienced LifePlanner to do some (or all)
of their retirement planning for them.
A Retirement Plan Revolution
Learn More about Portal MembershipEnhance your Basic LifePlanning Portal membership with a Concierge Experience
Choose Your Level: Coach-Assisted or Custom
Coach Assisted
Call for Pricing
In the Coach Assisted Experience, an experienced LifePlanner guides you through the retirement planning process.
Enjoy 12 months unlimited access to The Portal, plus:
Situation Assessment Questionnaire
2 meetings with a LifePlanning coach, resulting in:
The LifePlanning Workbook materials, condensed and customized for your situation
Your LifePlan Blueprint, tailored just for your situation
Access to LifePlanning Workshops
Referrals to resources and providers
Custom LifePlanning
Call for Pricing
In the Custom LifePlanning Experience, an experienced LifePlanner does much of the retirement planning work for you.
Enjoy 24 months unlimited access to The Portal, plus:
In-Depth Situation Assessment
Up to 6 one-on-one meetings with your LifePlanner
A comprehensive plan for each of the five pillars (health, housing, financial, legal, family)
Customized Plan Letter
Customized LifePlan Blueprint
Identify resources needed
Referrals to resources and providers
A facilitated Family Meeting
Upload of all LifePlanning documents to the LifePlan Organizer
After your initial Portal membership term ends, keep it going for just $25/month, billed annually.
You’ll be glad to have everything in one place.
Your Concierge Experience begins with a free conversation with a LifePlanner
Learn more and schedule your first meeting
Were you looking for something else?
