Let’s see if the Last Paycheck Plan is a good fit.

Tell us where you are now, what you’re trying to figure out, and your overall financial picture.

Takes about 2 minutes. Estimates are completely fine.

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Start by introducing yourself.

First nameEmail

By submitting this form, you agree that More Than Monday may contact you by email. Submitting your information does not create an advisory relationship. You may unsubscribe at any time.

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How did you hear about us?

Someone referred meA workshop or classYouTubeFacebook or InstagramGoogle or another search engineSomething else

Tell us where

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Where are you right now?Which sounds most like you?

I’m thinking about leaving workMy job is ending soonI’ve already stopped workingI’m about to make a big financial decisionSomething else

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When will your regular paycheck stop?

It already stoppedWithin the next 6 months6–12 months from now1–2 years from now2–5 years from nowI’m not sure yet

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How old are you?

Under 5050–5455–5960–6465–6970 or older

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What are you trying to figure out?Select all that apply.

Can I afford to stop working — or stay retired?How do I replace my paycheck and make my money last?How do I cover health insurance until Medicare?Which accounts should I use, and in what order?When should I take Social Security?What should I do with my 401(k) or other retirement accounts?I need help putting the whole picture together.

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About how much does your household have in retirement and investment accounts?Include accounts like 401(k)s, 403(b)s, 457s, TSPs, IRAs and investment accounts. Don’t include your home.

Less than $100,000$100,000–$249,999$250,000–$499,999$500,000–$999,999$1 million–$1.99 million$2 million or moreI’m not sure

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Do you expect to use some of your retirement savings to help cover monthly expenses after work?

YesNoI’m not sure

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What kind of help are you looking for right now?

I’d like someone to look at my situation and help me build a plan.I’d like a plan and may want ongoing help with my investments afterward.I’m not sure what kind of help I need yet.I’m not looking for help right now — I’m mainly gathering information.

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Last Paycheck Plan

Let’s connect and see how we can help. Book a time below.

Calendar not loading? Open the booking page in a new tab, or call (561) 203-0978.

Once you pick a time, a calendar invite and a confirmation email land in your inbox. The invite has a link to reschedule if something comes up.

Start here

These are the best places to start right now.

Based on what you told us, these guides match the questions you’re working through most closely.

Start with these:

We’ll email these to you too, so you can come back to them.

If your situation changes — your work end date gets closer, your income changes, or you expect to start drawing more from savings — come back and check again.

The paycheck stopped. The plan starts here.

Guides

First 90 Days
Coverage to 65
Replace the Paycheck
Access Before 59½
Before You Move It
The Gap Years

About

About More Than Monday
How we work
Contact

Contact

(561) 203-0978

Text or leave a voicemail

Securities and advisory services offered through PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, GA 30099-0001, member FINRA/SIPC. PFS Investments Inc. conducts its advisory business under the name Primerica Advisors.

More Than Monday is a trade name used by Sean Loomis, a registered representative and investment adviser representative of PFS Investments Inc., and is not a separate broker-dealer or investment adviser. Sean Loomis is an independent contractor and may offer products and services only where properly licensed or approved.

This website is for general educational purposes only and does not constitute legal, tax, or individualized investment advice or an offer or solicitation to buy or sell any product or service. Investing involves risk, including possible loss of principal. No investment strategy can guarantee success or protect against loss.

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