In this lesson, we welcome you to the NewRetirement community and this series, provide an overview of NewRetirement and the Planner, and contemplate a few of the non-financial influences that play a role in financial planning.

Sample this worksheet, designed to help you think through your personal money values:

You can enroll and get full access to 8 weeks of pre-recorded sessions, live classes, personalized worksheets, and monthly Q&A sessions where you can ask specific questions and interact with peers.