Retirement
Launch Kit
Three Essential Tools to Get Organized, Stay on Track, and Enter Retirement with Confidence
- Map out your real retirement expenses: home, car, lifestyle, healthcare
- Inventory your assets by tax type so you understand the full picture
- A complete pre-retirement checklist from 5 years out through early retirement
- Gain a better understanding of key milestones and considerations throughout the retirement process
Most People Arrive at Retirement Without a Complete Financial Picture
You've spent decades saving and building wealth. But knowing what you have in your accounts is different from knowing how it all works together: what you'll spend, where the income will come from, and what needs to happen before your last day at work.
The result is uncertainty when clarity is possible, and decisions made reactively rather than on your terms.
Underestimating What Retirement Will Cost
Many retirees find their first year spending is higher than expected. Healthcare, lifestyle changes, and unexpected expenses catch people off guard when they don't do the math in advance.
Missing Critical Deadlines and Decisions
Social Security timing, Medicare enrollment windows, employer benefits coordination, these have hard deadlines. Missing one can be expensive and, in some cases, irreversible.
No Clear Map of Income vs. Expenses
Pensions, Social Security, withdrawals, and investments all interact. Without mapping them against your actual expenses, it's impossible to know if the numbers truly work or what gaps exist.
Three Worksheets. One Clear Picture.
The Retirement Launchpad
Finally get organized and feel the relief of knowing exactly where you stand before retirement begins.
- Detailed expense worksheets broken down by category: housing, transportation, lifestyle, healthcare, and more
- Income source inventory: pension, Social Security, part time work, rental income, and other sources
- Complete asset inventory separated by tax type: taxable, tax deferred, and tax free
- A single page retirement snapshot so you can see everything in one clear view
- Helps identify income gaps before they become a problem
Retirement Autopilot
Create a simple system for managing retirement cash flow, income, bills, and spending.
- Organize predictable retirement income into one simple system
- Set up a dedicated checking account for retirement cash flow
- Create a clear process for bills, spending, and monitoring
- Reduce financial clutter and simplify monthly retirement routines
- Build a more automatic system for handling retirement income
Ultimate Retirement Planning Checklist
A step by step checklist to help you prepare, organize, strategize, implement, and review your retirement plan.
- Timeline based checklist covering major retirement planning tasks
- Retirement goals and values clarity exercise
- Social Security, Medicare, and employer benefit reminders
- Tax, investment, estate, and account organization checkpoints
- Key retirement planning checkpoints to help you stay organized throughout the retirement planning process
Built for Pre-Retirees and Early Retirees Ready to Get Serious
You're within 5 years of retirement and want to get organized now, while there's still time to adjust
You've been saving diligently but haven't mapped out what the income picture actually looks like in retirement
You want a clear starting point and a structured way to see exactly where you stand
You want a comprehensive checklist so nothing important gets missed before your last day at work
You're already retired and want to make sure everything is properly organized and accounted for
You want practical tools that you can sit down and actually work through
With 30+ years of experience in financial planning, I've spent my career helping people navigate the complexity of retirement so they can move forward with clarity and confidence.
From my early days doing financial plans at Merrill Lynch, I quickly learned that a great plan changes everything. I started Money Evolution to make that kind of thoughtful, personalized planning available to more people. We offer planning as a standalone service, you don't need to move your assets to work with us.
Get Organized Before You Retire
Download the kit now and build a clearer picture of what's ahead.
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