Three Levels of Support
Each path is built around our proven APPLE system — designed to meet retiring educators where they are in the retirement process.
Not sure where to start?
Begin with our free workshop — a calm, no pressure overview of the APPLE system
Self-Paced Path
Best for educators who want to get organized and start making progress on their own.
$37
one-time
Full APPLE System (Workbook, Binder, and Workshop)
90-day Progress Roadmap
All 16 Guided Worksheets
Private Community of retiring educstors
Available Kit Add-on ($297):
Full physical APPLE Kit
Pension Decision Guide
403(b) Rollover Guide
Expert onboarding call
One expert section review call
Shipping + handling included
Blueprint Path
Educators who want expert guidance, a clear timeline, and confidence they’re on the right track.
$750
one-time, spot limited
All Resources in Self-Paced, plus:
Paired with a retirement expert to work through the APPLE system
Structured 42-day APPLE Completion timeline
5 weekly guided checkins
Expert review at each step
Professional retirement report w/ three hypothetical scenarios
Concierge Path
Educators who want a white-glove experience and hands-on help implementing every decision.
$5,000
one-time, spots limited
Guided organization of required paperwork (with checklists and templates)
Support preparing key forms and next steps
Coordination guidance for contacting providers when needed
Review and confirmation that required items are completed correctly
Priority service for up to 12 months