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 9: Enter the Classroom and attend Thematic Courses (coming in 2022)
Step 11: Manage your plan and sustain your results