Steps to create your NewRetirement Plan

Creating a plan is a multi faceted process. Please reference this list as a guide to the steps as well as the support available to you along the way.

Step 1: Create an account

Step 2: Gather your information

Step 3: Complete the onboarding process

Step 4: Join the Community on Facebook

Step 5: Watch the Get Started video series

Step 6: Enter the Classroom and attend Build Your NewRetirement Plan

Step 7: Attend Office Hours: Live Q&A

Step 8: Meet with a Coach to validate your plan

Step 9: Enter the Classroom and attend Thematic Courses (coming in 2022)

Step 10: Meet with an Advisor for specific advice

Step 11: Manage your plan and sustain your results