It takes approximately ten minutes to make a basic plan. It covers multiple financial factors that impact your retirement strategy, regardless of if you plan to retire early or later in life. The customizable retirement planner tool is the cornerstone of NewRetirement. Here are several of the virtual advisor tools the platform offers. This advice can provide more hands-on support. The service recommends this plan if you’re within five years of retirement or seeking advice on a pending financial decision. Two examples include a personal Roth conversion or withdrawal strategy. This plan can be better if you have personalized questions or a more complex retirement strategy. You get access to a Certified Financial Planner (CFP) with the Advisor tier. A professional financial advisor can help you with this plan, but they may not have the CFP designation. The other advisor plan can be the better option if you want access to a Certified Financial Planner (CFP). These sessions can help you consider the whole picture, and PlannerPlus will track your daily progress. Your coach can help customize your plan to fit your current situation. The service recommends scheduling your coaching sessions when you first create your PlannerPlus account and when a life event alters your plan.
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