Do it yourself doesn’t mean do it alone

Our 1:1 coaching provides a fresh pair of expert eyes on your plan.

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We’re experts so you don’t have to be

Get reassurance that your data is entered correctly. Learn how to maximize the tools for a wealthy and secure future.

Check data accuracy

Walk step by step through all data in your plan.

Ask questions

Confirm your understanding of financial strategies.

Explore metrics

Gain a better understanding of your future financial security.

Access goals

See how to track against your retirement objectives.

Tour advanced functionality

Learn about tax, real estate and other advanced tools.

Determine next steps

Create a plan of action.

Schedule your first session

No judgement. Just support and expertise.

We get that financial planning can be intimidating. We’re here to help as you level up your skills and deepen your understanding of personal finance. Our coaches are experts in financial planning as well as our Planner and can help you over any speed bumps on your path to financial security.

Schedule your first session

How this works



Select a time slot for your coaching session

Schedule your first session


In a private 50 minute Zoom session we’ll ensure your data is entered accurately in the NewRetirement Planner, go over your questions, and identify opportunities.



You’ll feel more confident about your future financial security and have the know how to stay on track. Have more questions? You can always schedule a follow-up session.

Meet our coaches

Nancy Gates

Book with Nancy

Nancy is a wealth of knowledge and loves working with the NewRetirement community as an educator and coach. You’ll meet her during Office Hours, in Classes, and in Live Plan Review Sessions. Her goal is to educate and support you as you design your plan with complete confidence for today and for the future.

With a hunger to continue learning after her career as a Spanish teacher and department leader, Nancy immersed herself in the language of personal finance and has since completed a certificate in accounting, passed the FINRA SIE exam, and passed the NASAA Series 63, 65, and 66 exams.

In her free time
When she’s not crunching numbers, Nancy can be found on a hiking trail or curled up with a good book. She’s also an avid traveler and “templer,” having visited sites such as Teotihuacán, Machu Picchu and Angkor Wat.

Jean Allen

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With Masters degrees in both Life Coaching and Management & Leadership, Jean is passionate about empowering individuals to live their most authentic and fulfilling lives. She wants you to feel confident about your ability to fund a secure financial future.

Jean has 9 years of financial coaching experience. In her most recent position with the United States Navy, she helped service members and their families create financial goals and an actionable plan for achieving them.

In her free time
When she’s not helping you with your retirement plans, Jean is busy with her three young children.