For individuals, couples & familiesplanning the years ahead
See every year ahead
Retire at 65
Retirement timeline
On course
Years mapped30+
Personalized Retirement Picture
See your goals, income, and timeline come together in one clear, easy-to-read view.
“What If” Scenario Planning
Try different choices, like retiring earlier or spending more, and compare where each path may lead.
Confident Next Steps
Know where you stand today and which decisions matter most for the retirement you want.
Retirement Overview Example
Retirement timing
Income coverage
Healthcare costs
Family & legacy
About JourneyGuide
Empowering Smarter Retirement Decisions
Retirement planning can feel like a pile of numbers and guesswork. JourneyGuide brings it together into one clear, visual journey that shows where you are now, where you want to go, and how the road between may look. Because life rarely follows a straight line, you can test different choices and see how each may affect your income, your timeline, and the goals that matter most.
A clear retirement timeline
Side-by-side “what if” scenarios
Your goals in one place
Updates as life changes
6Life areas explored
3Simple steps to start
30+Years of retirement mapped
Available through trusted firms across the country
No two retirements look the same. Neither should your plan.
No two people share the same income, savings, goals, or family. That's why a one-size-fits-all answer won't work. Opt in to JourneyGuide to see a personalized view of your own retirement plan.
Your Financial Picture
Your income, savings, and expenses belong to you alone, so your plan starts from your real numbers.
Firms across the country use JourneyGuide to bring clarity, confidence, and transparency to every retirement conversation.
“My client’s have been impressed by JourneyGuide. They say it’s easy to understand, gives them confidence, and finds solutions to tough problems. As for me, JourneyGuide is the best thing that’s happened to my practice in years.”
Coby HarperTristar Strategic Group
“Journey Guide has helped our firm bring more transparency to our client’s retirement by taking them down a path of understanding with easy to comprehend metrics and impactful visuals. Being able to build a plan side by side with your client, instantaneously throw in those ‘what if’ scenarios on the fly, and show the end result has been a game-changer. Our clients love the co-planning experience Journey Guide has created.”
Jeremiah KongerAnnuity Association
“Every client we have goes through a retirement plan. Our firm’s owner is writing a book on retirement and JourneyGuide features prominently because we’ve helped so many people with it and grown our assets under management substantially.”
Mark BelcakMTM Financial Group
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Co-planningBuild the plan side by side, “what if” scenarios included.
FAQ
Still Have Questions? We've Got Answers.
If you're wondering whether JourneyGuide is right for you, start here.
JourneyGuide is a retirement planning experience that brings your goals, income, and timeline together into one clear, visual picture, and lets you explore how different choices may affect your future.
02.Who is JourneyGuide for?
Anyone thinking about retirement, whether it's 15 years away, just around the corner, or already here. It works for individuals, couples, and families.
03.Do I need to be good with numbers?
Not at all. JourneyGuide is designed for real people, not spreadsheets. Everything is explained in plain English with simple visuals you can follow at your own pace.
04.What “what if” questions can I explore?
Things like retiring earlier or later, changing your yearly spending, when to claim Social Security, planning for healthcare costs, or setting aside something for family.
05.Is my information private?
Yes. Your JourneyGuide lives in a private, secure portal, and your information is used only to build your personal retirement picture.
Your next step
Start Taking Control of Your Retirement Future
See where you are today, where you want to go, and how your choices may shape the road between.
Coby HarperTristar Strategic Group
Jeremiah KongerAnnuity Association
Mark BelcakMTM Financial Group