Choose the Level of Retirement Alignment Support That Fits You
Track the connection between your health capacity, financial resources, household responsibilities, and retirement goals — before small misalignments become larger problems.
Free Snapshot
Individuals who want a quick starting point.
Get a basic view of how your health, wealth, and retirement goals may be aligned today.
- Basic onboarding
- Retirement profile
- Health Capacity Snapshot
- Basic Retirement Strain Snapshot
- Basic Health-Wealth Alignment Score
- One introductory summary
- Email reminders only
- No secure document vault
- No advisor portal
No credit card required.
Household Plus
Save ~25% with annual billing.
Individuals, couples, and households who want ongoing tracking.
Monitor health capacity, health-cost exposure, household strain, and retirement goal alignment over time.
- Full dashboard
- All 8 health and retirement capacity trackers
- Health Capacity Score
- Health Cost Exposure Score
- Retirement Strain Score
- Health-Wealth Alignment Score
- Monthly alignment report
- Drift alerts
- Goal tracking
- Secure document upload portal (up to 100)
- Email and SMS notification preferences
- Household and caregiving tracker
- Advisor-share option
- PDF report export
30-day money-back guarantee. Cancel anytime.
Health & Wealth Retirement Alignment Review
Where you land in the range depends on scope — individual or household, and whether an advisor hand-off is included. You are quoted the exact price before you pay.
Users who want a structured review with a qualified professional.
Complete your app intake, upload relevant documents, and receive a guided review of your retirement alignment picture.
- App intake completion
- Secure document upload
- Health Capacity Summary
- Health Cost Exposure Summary
- Retirement Strain Summary
- Health-Wealth Alignment Report
- 45–60 minute review session
- Written action summary
- Follow-up checklist
- Suggested professional discussion points
Advisor Pro
Advisors and professionals who want to use the platform with clients.
A professional client engagement platform for tracking health, household strain, financial readiness, and retirement alignment.
- Advisor dashboard
- Up to 100 client profiles
- Client invitation links
- Permission-based client access
- Client progress tracking
- Secure document review workflow
- Monthly client reports
- Household strain and drift alerts
- Exportable review summaries
- Email/SMS check-in workflows
- Custom branding on reports
- Audit logs
- Role-based access controls
Household Plus at $39/month is less than one hour with a financial advisor ($150–$400/hr). The Alignment Review ($297–$497) replaces a multi-session advisory engagement at a fraction of the cost.
Compare plans
| Feature | Free Snapshot | Household Plus | Alignment Review | Advisor Pro |
|---|---|---|---|---|
| Basic onboarding | ||||
| Health Capacity Score | ||||
| Health Cost Exposure Score | ||||
| Retirement Strain Score | ||||
| Health-Wealth Alignment Score | ||||
| All 8 trackers | ||||
| Monthly reports | ||||
| Drift alerts | ||||
| Secure document upload | ||||
| Advisor sharing | ||||
| PDF report export | ||||
| SMS notifications | ||||
| Professional review session | ||||
| Advisor dashboard | ||||
| Client invitation links | ||||
| Custom branding |
Security and Privacy Notice
This platform is designed for secure, permission-based handling of sensitive health-related, household, and financial information. Users control advisor access and may revoke permissions at any time. This app is intended for educational and organizational purposes only and does not provide medical, legal, tax, investment, insurance, or financial advice. HIPAA-aligned workflows may require additional legal, operational, hosting, and compliance review before handling protected health information.
Frequently asked questions
Start With Clarity. Continue With Alignment.
Your retirement plan should reflect more than numbers. It should reflect your health capacity, household responsibilities, income needs, and the life you are actually trying to live.