What's inside the retirement planner
- Retirement Vision
- Retirement Timeline
- Income Sources
- Retirement Budget
- Savings Tracker
- Before I Retire
- Retirement Bucket List
- My Ideal Week
- Important Contacts
- Wishes & Legacy
- Notes
See every page
All 15 pages of the US Letter version, exactly as they print. Tap a page to see it larger.
- 1. Cover
- 2. This Planner Belongs To
- 3. Contents
- 4. Retirement Vision
- 5. Retirement Timeline
- 6. Income Sources
- 7. Retirement Budget
- 8. Savings Tracker
- 9. Before I Retire
- 10. Retirement Bucket List
- 11. My Ideal Week
- 12. Important Contacts
- 13. Wishes & Legacy
- 14. Notes
- 15. Thank you page
Who this retirement planner is for
This planner is for anyone within a few years of retiring, or already enjoying it, who wants a clear picture of money and a clear picture of life. It suits couples planning together, people leaving full-time work gradually, and anyone who feels unsure what their days will look like once the alarm clock is gone.
How to use your retirement planner
Start with the retirement vision page and describe the life you want. Mark key dates on the timeline, such as pension start ages. List every income source and build a realistic retirement budget. Track savings as they grow and work through the before I retire checklist. Then have some fun: fill in the bucket list and sketch your ideal week. Keep important contacts in one place and record your wishes and legacy notes for family.
Formats included
A4 PDF
For printing in most of the world (210 × 297 mm).
US Letter PDF
For printing in the US and Canada (8.5 × 11 in).
Digital PDF
Hyperlinked tabs for tablets and PDF annotation apps.
Ready to start?
Free downloadRetirement Planner questions
Is this only about money?
No. It covers the practical numbers and the lifestyle side, such as your ideal week and bucket list. Other pages in the 15-page retirement planner include "Retirement Vision", "Retirement Timeline" and "Income Sources", so related notes stay together. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet.
Can couples use it together?
Yes. It works well as a shared planner for partners retiring at the same time or a few years apart. Other pages in the 15-page retirement planner include "Retirement Vision", "Retirement Timeline" and "Income Sources", so related notes stay together.
Does it replace a financial advisor?
No. It helps you organize your thinking and questions, which makes advisor meetings more useful. Other pages in the 15-page retirement planner include "Retirement Vision", "Retirement Timeline" and "Income Sources", so related notes stay together. Download it free, print only the pages you need and add more copies of any page later.
Is the Retirement Planner really free?
Yes, the Retirement Planner is completely free for personal use. Download the 15-page PDF without an account or email address, print it at home as often as you like and share the page link with friends. FolarraStudio is free to use. In the future, a few clearly labeled ads may help keep it free.
What size is the Retirement Planner?
The Retirement Planner comes in A4 (210 x 297 mm) and US Letter (8.5 x 11 inches), plus a hyperlinked digital PDF for tablets. Choose the file that matches the paper in your printer and print at Actual size or 100%, so nothing is cut off. Both paper sizes have the same 15 pages.
