Pick the perfect peppermint plan.

Use this self assessment tool to find out which peppermint plan is right for you. We’ll ask you a few questions about your goals and priorities and then make our recommendation.

Please note that your plan selection is not binding, we will review your plan choice with you and our wealth advisors, as part of your onboarding process, to make sure it is right for you. 

*This assessment tool is to be informative and help you determine which option is best for your group. It does not constitute financial advice.

Ready to get started?