Pricing
At Aging Options, we provide a comprehensive suite of LifePlanning Solutions services that address every aspect of your retirement needs though a portal. The portal is designed to Educate, Empower, Organize, and Guide you through every stage of retirement.
Our comprehensive plans ensure that all aspects of your retirement are well-coordinated and secure. Below are our LifePlanning packages and additional services:
Portal Lite
Start Your Journey to a Secure Retirement Plan
Portal Lite is your entry point into comprehensive retirement planning with Aging Options Academy. This plan offers essential tools and learning resources designed to help you understand, organize, and enhance your retirement strategy from the ground up.
What’s Included:
- Interactive Courses: Dive into in-depth courses that guide you through identifying gaps and optimizing your retirement plan.
- Live Webinars & Expert Sessions: Access live and recorded sessions from industry experts, covering critical aspects of retirement planning.
- Guides & eBooks: Explore a library of detailed guides and eBooks on financial planning, healthcare, legal preparations, and more.
- Step-by-Step Tutorials: Follow simple, step-by-step tutorials that break down complex topics to help improve your planning skills.
- Secure Document Management: Safely upload and access your essential legal documents anytime, anywhere with our secure file storage feature.
- Agent Guidance Lite: Share critical documents with your designated agents, providing them the guidance needed to act on your behalf.
$100 / Year
Why Choose Portal Lite?
- Empower Your Planning: Gain confidence in your decisions with expert knowledge at your fingertips.
- Identify & Address Gaps: Spot and resolve weaknesses in your existing retirement strategy.
- Expert Insights: Benefit from the advice and strategies of leading professionals in retirement planning.
- Learn at Your Own Pace: Access flexible learning resources whenever it fits your schedule.
- Stay Organized & Ready: Keep all your important documents in one place for quick and easy access.
- Prepare Your Agents: Equip your loved ones and agents with the information they need to effectively support you.
Portal Pro
Enhance, Organize, and Share Your Complete Retirement Plan
Portal Pro takes your retirement planning to the next level with advanced tools that help you fully organize your strategy, centralize important documents, and seamlessly share your preferences with your agents.
What’s Included:
- Everything in Portal Lite , plus:
- Expanded Secure Document Storage: Access and manage all your legal, financial, and health records in one secure, easy-to-use location.
- Professionals Directory: Maintain a directory of key professionals in your health, finance, legal, and housing sectors.
- Customizable ‘About Me’ Page: Clearly outline your personal preferences, care instructions, and essential information for your agents.
- Agent Guidance Pro: Provide your designated agents with detailed, secure access to your critical documents and personalized instructions.
$300 / Year
Why Choose Portal Pro?
- Centralized Organization: Keep all your documents organized and accessible in one secure portal.
- Effortless Sharing: Seamlessly share important information and guidance directly with your agents.
- Peace of Mind: Ensure every aspect of your retirement plan is structured, organized, and ready when needed.
Guided life planning
Individuals seeking comprehensive legal documentation and expert guidance to solidify and protect their retirement plans. Our Guided LifePlanning service offers educational sessions and personalized planning to help you navigate the complexities of retirement. This package includes essential legal documents and customized instructions.
What’s Included:
- Everything in the Essential Portal , plus:
- Get your Legal Documents:
- Wills
- Safe Harbor Trust
- Health Care Power of Attorney (POA)
- Financial POA
- Living Will
- Handling of Remains
- HIPAA Authorization
- Mental Health Advance Directive (MHAD)
- Beneficiary Change Instructions
Academy, Resource guide, Life Organizer, Agent Guidance and legal Planning
$7,950
Integrate Expert Guidance and Legal Preparedness
Why Choose Portal Pro?
- Access to Essentials Portal features
- Classroom Meetings: Expert guidance through classroom settings.
- Assessment Letter: Initial assessment of your current retirement plan.
- Retirement Roadmap: Develop a clear and actionable plan for your retirement.
- Free Access to Life Plan Organizer: Centralized management of all your retirement planning data.
- Free Access to Aging Options Academy: Comprehensive resources to enhance your knowledge.
- Access to Agent Guidance : Step-by-step instructions for your designated agents
- Family Meeting: Facilitated meetings to discuss and align family on the retirement plan.
Legal life planning
Foundation offers the Aging Options Academy. a wealth of resources to help you understand, identify gaps and manage your retirement planning. Individuals beginning their retirement planning journey or those who already have a plan and want to identify and address any gaps.
What’s Included:
- Everything in the Advanced Portal , plus:
- Secure Document Storage: Safe and secure storage for all your important documents, for easy sharing with your agents
- Detailed professionals Sections: Segmented areas to enter your professionals for health, finance, legal, and housing information for easy share with your Agents.
- Customizable 'About Me' Page: A section for you to outline your personal preferences and instructions for your care givers and agents.
- Notifications and Reminders: Alerts for important milestones and deadlines.
Academy, Resource guide, File Cabinet, Agent guidance
$14,950
Achieve Full Alignment and Ongoing Support for Your Retirement Vision
Why Choose Portal Pro?
- Knowledge and Empowerment: Gain the knowledge and skills you need to take control of your retirement planning.
- Identify Gaps in your current retirement plan
- Expert Insights: Learn from top experts in the field of retirement planning.
- Flexible Learning: Access resources at your own pace and on your own schedule.
Custom life planning
Individuals and families desiring a fully coordinated and legally reinforced retirement plan with continuous support and alignment among all stakeholders. Our Legal LifePlanning service provides a comprehensive assessment and masterplan for your retirement. It includes all essential legal documents and family and agent meetings to ensure your plan is on track.
What’s Included:
- Everything in the Comprehensive Portal , plus:
- Dedicated Retirement Concierge Service
- Personal Project Manager: Work one-on-one with a dedicated manager overseeing every detail of your plan’s implementation and maintenance.
- 24/7 Support Access: Receive timely assistance and answers to your questions whenever you need them.
- Retirement Masterplan: A comprehensive and detailed plan tailored to your needs.
- Get your Legal Documents:
- Wills
- Safe Harbor Trust
- Health Care Power of Attorney (POA)
- Financial POA
- Living Will
- Handling of Remains
- HIPAA Authorization
- Mental Health Advance Directive (MHAD)
- Beneficiary Change Instructions
Custom LifePlanning
$19,950+
Experience Personalized, Elite-Level Retirement Planning Services
Why Choose Portal Lite?
- Assessment Letter: Initial assessment of your current retirement plan.
- Access to Portal Lite features
- Family Meeting: Facilitated meetings to discuss and align family on the retirement plan.
- Guidance Meetings: Regular guidance and check-ins to ensure your plan is on track.
- Project Manager: Dedicated project manager overseeing Health, Housing, and Finance aspects.
- Closing Meeting: Final meeting to review and confirm the retirement plan.
- Free Access to Life Plan Organizer: Centralized management of all your retirement planning data.
- Free Access to Aging Options Academy: Comprehensive resources to enhance your knowledge.
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