Retirement Preparation Worksheet

I created this Retirement Preparation Worksheet to assist with your retirement planning journey. This worksheet includes a mix of feedback from my retirement preparation experience as well as questions designed to help you critically think about the life that you want to live in retirement.

This worksheet is a great resource for anyone that's not yet retired and can be helpful at any phase of your pre-retirement process. This worksheet was created to assist with you gaining clarity about the lifestyle that you want and to provide a organized space so you can strategize about the things you still need to do to achieve your goals.