Just the Right
of Guidance

The DIY Experience

Ideal for Creating Retirement Plans at Your Own Pace

A Retirement Plan Revolution

Learn More about Portal Membership

Enhancement Options

Upgrade your Basic LifePlanning Portal membership with one or more DIY options. If you’re a do-it-yourselfer, you’ll appreciate the extra support.

LifePlanning Workbook Set

250  125  (Special Introductory Offer – 50% Off!)

This bundle of six workbooks is the ultimate guide to creating a coordinated, comprehensive retirement plan, also known as a LifePlan. Workbooks 1 – 5 show you how to create your plan for each of the five pillars (health, housing, financial, legal, and family), while Workbook 6 lays out how to create your personal LifePlan Blueprint.
Includes a 30-Day Free Trial Membership to The Portal.

Live Online LifePlanning Workshop


Looking for more support? Supplement your LifePlanning experience with live online workshops. With a series of five two-hour workshops, each dedicated to one of the five pillars, and a sixth session to pull together the creation of your LifePlan Blueprint, this workshop series covers everything you need to know. Moderated by an experienced LifePlanner, each workshop gives you the opportunity to bring your specific questions to the table, while benefiting from the experience of others. And you’ll have access to the recordings so you can re-watch sessions as needed.
Includes a 30-Day Free Trial Membership to The Portal.

Peace of Mind Consultation

700  / 2 hour

Want to sense-check your retirement plans with an expert LifePlanner? Looking for a pro to bounce your ideas off of? The Peace-of-Mind Consultation is for you. It’s a great way to access the expertise you need to create a successful plan for retirement.

Looking for more hands-on guidance?  Explore the Concierge Experience

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