Retirement planner printable to picture and organize your next chapter

This retirement planner printable helps you imagine the retirement you hope for and collect your accounts, income, expenses and questions in one calm folder. Its 15 undated pages run from your retirement vision and timeline to a savings goal tracker, a budget comparing now with retirement, a checklist and a bucket list. You get a PDF in US Letter and A4, available as an instant download.

Begin in any year and return to the annual review each year after.

How the retirement planner printable brings clarity

Begin with the fun part: how you would like to fill your days, where you might settle and when you hope to stop working. Next, note your accounts (only the institution and type), the income you expect, any debts and monthly costs today and later, so the full picture fits on a handful of pages.

A page of questions, with ten topics worth raising and a list of what to bring, means you arrive at meetings with your financial professional feeling ready.

Who this retirement workbook is for

• Anyone five to ten years from retiring who is ready to get organized
• Couples planning their retirement together
• People who feel buried in paperwork and want it all in one folder
• Anyone getting ready for a first meeting with a financial professional

Design and printing

• Minimal white layouts with blush pink accents that barely use any ink
• Generous margins, so home printers will not crop the edges
• Two portrait sizes: US Letter (8.5 x 11 in) and A4 (210 x 297 mm)
• No dates, so start in any year and print the trackers, budget and annual review again each year
• Keep it in a binder or on a clipboard, or have a print shop spiral bind it

Inside the retirement planner printable: 15 pages

1. 1Front cover with a contents list, plus room for your name and the date you begin
2. 2A getting started page with four steps (dream, gather, ask, review), a section about you, your support team (financial professional, tax professional, estate attorney, insurance agent), your reason for starting and where your papers are kept
3. 3Your vision, with prompts about an ordinary day, the people around you, purpose, health and movement, learning and hobbies, travel and three words that describe the retirement you want
4. 4Where and when: 8 ways of living to tick, the age and year you hope to retire, stopping all at once or easing out, a table for comparing places and what your home must offer
5. 5A timeline running from ten or more years ahead into your first years of retirement, with a table of key milestones and dates
6. 6An overview of savings and accounts listing institution, type, owner, employer plan, statement and last checked date (no account numbers), plus a beneficiary review and old work plans you need to find
7. 7Retirement income sources showing whose they are, the age they begin, an estimated monthly amount and notes, with monthly and yearly estimated totals
8. 8A side by side budget, today vs retirement, for 14 categories like housing, healthcare, travel and helping family, with totals, costs that may stop and new ones to plan for
9. 9A savings goal tracker of 100 circles to color, shaded at every quarter, with rewards at 25, 50, 75 and 100 percent
10. 10Paying off debt before you retire, with a table of what you owe, target payoff dates, progress dots and the order you will tackle them
11. 11Notes on healthcare and insurance with a coverage table (health, dental, long-term care, life, home and auto), cover until benefits start and important enrollment dates
12. 12Questions for your advisor: your own questions, 10 suggested topics, answers and next steps, and a list of what to take to the meeting
13. 13A four stage checklist: five years before, three to two years before, one year before, and retirement itself
14. 14A bucket list of 18 dreams (where, who with, when, done), plus ideas close to home, big adventures and skills to pick up
15. 15A yearly review of wins, changes, a table comparing last year and this year, on track checks, a confidence score from 1 to 10 and a focus for the year ahead

What you will download

• Retirement Planning Workbook, US Letter PDF (15 pages)
• Retirement Planning Workbook, A4 PDF (15 pages)
• Read Me First, a short printing guide (PDF)

How to download and print

• Check out with PayPal, a debit or credit card, Apple Pay or Google Pay. Your download page opens as soon as the payment goes through.
• We email the same private download links to you, so you can download your files again later.
• Open the PDF in a free reader such as Adobe Acrobat Reader and print at 100% or Actual size.
• Print only the pages you need, as often as you like, for your own personal use.

Good to know

• This is a print-ready PDF rather than a hyperlinked digital planner. Most note taking apps can import it if you would like to write on a tablet.
• Only a digital file is delivered. Nothing is mailed to you.
• Printed colors may vary a little from your screen.
• The files are for your own personal use. Sharing, reselling or redistributing them is not allowed.
• Digital products cannot be returned, but if a file refuses to open or print properly, email us and we will help quickly.
• This workbook helps you collect your thoughts, plans and papers. It does not give financial, tax or legal advice and makes no recommendations, so please consult a qualified financial professional about your own situation.
• Never write account numbers, passwords or PINs in your workbook.

How this was made

Designed and written by PetiteDiary. AI tools helped draft parts of the text, and some background scenes in the preview images were created with AI. Every page was designed, reviewed and checked before release.

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