The Concierge Experience

Best for Busy People
and Nuanced Situations

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 Membership

Concierge LifePlanning Options

Enhance 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.

Get Started Today!

Your Concierge Experience begins with a free conversation with a LifePlanner

Learn more and schedule your first meeting

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