Single or married · one price

Know exactly when to claim.

Every claiming month from 62 to 70, worked out from your own Social Security record. From $49, one-time.

Married? Your spouse is included at the same price.

Do It Yourself

For self-starters who want the numbers

$49

One-time payment. No subscription.

Get my strategy

Next: add your Social Security statement and see your results.


  • Your Optimal claiming month, side by side with every other month from 62 to 70
  • Your spouse included, same price
  • Unlimited runs for 12 months
  • Dashboard, PDF report and filing checklist
  • Maxine, your Social Security AI agent, answers questions 24/7

Includes 60 minutes with an RSSA®

Do It With Me

For anyone who wants an expert to confirm it before they file

$299

One-time payment. No subscription.

Book my RSSA® consultation

Next: pick your consultation time.


  • Everything in Do It Yourself
  • 60 minutes with a Registered Social Security Analyst® (RSSA®)
  • Your strategy confirmed before you file
  • Works alongside your CPA or financial planner

Do It For Me

For anyone who wants it handled, start to finish

$997

One-time payment. No subscription.

Have an RSSA® handle it

Next: book your kickoff call.


  • Everything in Do It With Me
  • Up to 4 hours of RSSA® time
  • We run it and walk you through it
  • RSSA® support until you file
  • Divorce, survivor and other complex cases welcome
Jackie Payne, RSSA®

Your time is with a Registered Social Security Analyst® (RSSA®)

Jackie Payne, RSSA®. The Do It With Me consultation and the Do It For Me hours are with Jackie.

$147,000 in lifetime Social Security value identified for Lorraine, a widow who didn’t know survivor benefits applied to her. Individual results vary.

Read Jackie’s full bio
“I highly recommend Jacqueline as your advisor. She is well informed, patient and very thorough. I don’t know how I would have navigated it all without her!”
Maribeth Barabas
“Jackie was thorough and very knowledgeable. She was very patient and answered all my questions. She was so nice and was wonderful to work with. I will definitely refer her to my friends and family.”
Marlene Orlando

Questions before you buy

Does one plan cover my spouse?

Yes. If you’re married, one plan covers both of you at the same price. Add your spouse’s Social Security statement and we work out your claiming months together.

What do I need to start?

Your Social Security statement, which you can download from your my Social Security account at ssa.gov. If you’re married, bring your spouse’s statement too.

Do you ask for my Social Security number?

No. We never ask for your Social Security number, and your information is encrypted in transit and at rest.

Can I upgrade later?

Yes. You can move up to Do It With Me or Do It For Me after you buy, and what you already paid counts toward it.

What if it’s not right for me?

Ask for a full refund within 30 days of purchase and we will not ask why. Plans that include a consultation are fully refundable until the consultation takes place. The details are in our Terms, section 6.

  • We never ask for your Social Security number
  • Your information is encrypted, start to finish
  • Secure checkout by Stripe
  • 30-day money-back guarantee, no questions asked.