Membership Pricing
Start free. Add as much expert help as you want – and only pay when your plan is complete.
Get the Insights you need
Our goal is to help you at every stage of your career. How you use the Federal system will change as you age and experience each of life’s phases regardless of if you are just starting, mid-career, late career or already retired. We know you are busy so we have broken down all of your information into simple concise guidance solutions that apply to each of you regardless of stage of your career or your previous knowledge.
We also provide different perspectives to help you understand your specific situation. Perspectives from early and late-stage employees, perspectives from a just a female point-of-view and simple Basics and strategies designed to give you exactly what you need.
Even if you choose to subscribe to the free (Explore) plan today, you can still purchase specialty reports A la Carte as needed instead of upgrading your membership. However, we recommend upgrading your membership if you want all the reports we have to offer.
Become a Member
You can always talk to an expert by phone or email. You can contact us about complicated and confusing question or even talk to financial consultant who can really dive into your needs that make you unique.
Explore
$0
Best for DIY
See your numbers and get started – no card required.
Expert Assist
$120/yr
Best for Mid-Career
The full picture – every benefit, every scenario, all year.
Maximize
$250/yr
Best for Close to Retirement
For complex situations, with a specialist in your corner.
Comparing Retirement Planning Options
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EXPLORE FREE |
EXPERT ASSIST $120/y |
MAXIMIZE $250/y |
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Free Dashboard |
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Dashboard – See your Retirement Estimates in minutes, change and adjust your values in real time. |
X |
X |
X |
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Free Downloads for Your Plan |
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Monthly Budget |
X |
X |
X |
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Tax and Contribution Guide |
X |
X |
X |
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Emergency Checklist |
X |
X |
X |
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Record of Important Family Docs |
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X |
X |
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Federal Death Guide |
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X |
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Federal Retirement Roadmap |
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X |
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Reports Included with your Plan |
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FREE – Report Storage |
X |
X |
X |
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Gap Analysis ($45 a la carte) |
X |
X |
X |
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TSP Investment and Allocation Strategy |
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X |
X |
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Life Insurance Review and Optimization Plan |
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X |
X |
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Health Insurance Review and Optimization Plan |
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X |
X |
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Social Security Analysis |
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X |
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Retirement Income and Longevity Plan |
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X |
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Human Support and Guidance |
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Family Death Support – Support and guidance for your family on how to collect your federal benefits when you pass. |
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X |
X |
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Email Support |
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X |
X |
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Expert builds your personalized plan |
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X |
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Expert Reviews Solutions/Improvements |
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X |
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Complete Benefits, Portfolio and Strategy Integration |
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X |
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Education and Technical Support |
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Bi-Weekly Bulletin – Updates, changes and Strategies to help your planning all year. |
X |
X |
X |
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Basic Access to Simple Solutions Library Basic information and answers to key questions and topics (articles and videos) |
X |
X |
X |
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Seasonal classes and content on timely topics (Open Season, Estate Planning, TSP Solutions, etc.) |
X |
X |
X |
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Prime Access to Simple Solutions Library Advanced topics and expert advice (articles and videos) |
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X |
X |
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Free Classes and Workshops on advanced topics and content |
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X |
X |