Downloadable Files
Budget Sheets
Our Budget Sheets are thorough and should be completed carefully. Include all of your current expenses and note in the RETIREMENT column any line items that will change, appear for the first time or disappear in retirement. This sheet will help you get a handle on what maintaining your current lifestyle costs!
Goal Clarifying Sheet
Use this form to prioritize your most important life goals after completing the "Circle of Life" form. With this sheet, you will assess what your ideal Life Goals are, the frequency you desire and the cost of each goal, in terms of energy, time and money.
Circle of Life Exercise Sheet
This exercise will help you assess your level of satisfaction in each of the nine Facets of Life, it will also help you to evaluate what may need to change in order to increase your level of satisfaction. This sheet is the basis for your goal setting, with the most important and impactful life goals being carried over onto the Goal Clarifying sheet.
Retirement Income Estimator
This worksheet pulls various pieces of retirement income planning together in a simple, basic format. Use this as a guide to estimate the retirement income that is possible.