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Getting Started

Our 4-minute quiz will assess your current retirement progress and recommend a planning subscription that is right for you.<a href="/intro">Take the quiz</a>

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Once you choose a plan, the RetireUS dashboard will ask you a few simple questions &amp; connect your investment accounts to give your CFP® a full picture of your financial goals and current planning progress.

Complete your profile

After your profile is complete, you and your advisor will meet virtually to discuss financial goals, analyze current investments, &amp; begin the <a href="/planning">RetireUS Planning Cycle</a>.

Hop on a video call with your advisor

How RetireUS works

Ongoing Support

With RetireUS, you have a personal Wealth Concierge who will help monitor your plan, make sure everything is on track, and schedule review meetings with your advisor.

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Regular check-ins

As life changes occur and questions about your finances arise, your advisor team is always just a quick message away.

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Unlimited financial advice

Your personal dashboard will track planning progress, prioritize next steps, and give you a birds eyes view of your household’s finances to hold your financial plan accountable.&nbsp;

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Technology to stay organized  

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