If Ready Aim Retire has helped you understand your retirement plan, chances are it could help people you care about too.
That’s why we created our referral program.
When you refer 5 friends who create an account, you’ll receive a free 1-hour personal consultation with a Ready Aim Retire planning specialist.
Simple. Transparent. Worth it.
1.
Share your referral link
Invite friends, family, or colleagues to try Ready Aim Retire.
2.
They create a Planner+ account
Your friends find the value in creating a Planner+ account for themselves
3.
Refer 5 friends
Once five referred users have created accounts, you qualify.
4.
Get a free 1-hour consultation
We’ll reach out to schedule your session.
A focused, educational consultation - not a sales call
Your free session is similar to the personalized training sessions offered by professional planners.
This session is about understanding and confidence.
This session is ideal if you want to:
Sanity-check your assumptions Better understand your plan’s strengths and risks Get clarity on confusing areas Learn how to use the tool more effectively You remain fully in control of your decisions
We believe:
Referrals help us grow thoughtfully - and consultations help you go deeper.
You’ll be able to:
Ready Aim Retire works well for:
(Referral tracking available in your account dashboard.)
Help others gain clarity - and earn a valuable 1-on-1 session for yourself.
Share Your Referral Link
Referrals must create an account using your referral link Five (5) unique Planner+ account signups are required One consultation per account holder Consultation has no cash value and cannot be transferred Sessions are educational in nature and not personalized financial advice