Refer Friends.
Get Personalized Guidance.

Help others plan better - and get a
1-on-1 session on us.

Start Planning for Free

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.

How it works

Simple. Transparent. Worth it.

1.

Share your referral link

Invite friends, family, or colleagues to try Ready Aim Retire.

2.

They create a Pro account

You friends find the value in creating a Pro 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.

What you get: A 1-hour
personal planning session

A focused, educational consultation - not a sales call

Your free session is similar to the personalized training sessions offered by professional planners.

During the session, we can:

  • Review your retirement plan and assumptions
  • Walk through scenarios you're curious about
  • Help you interpret stress test results
  • Discuss withdrawal strategies and longevity considerations
  • Answer questions specific to your situation

Who the consultation is for?

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
Couple reviewing their retirement plan on laptop

Why we offer this

We believe:

  • Good tools paired with understanding create better outcomes
  • People trust recommendations from people they know
  • Education is one of the most valuable things we can offer

Track your referrals

You'll be able to:

OnTarget works well for:

  • See how many referrals you've made
  • Track progress toward your free session
  • Get notified once you qualify

(Referral tracking available in your account dashboard.)

Ready to start referring?

Help others gain clarity - and earn a valuable 1-on-1 session for yourself.

Share Your Referral Link

Referral Program Details

Take aim at your retirement with OnTarget

Sign up today and start building the financial plan you deserve. It's free to get started!

Get Started