FI/RE Planning
Template

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Know your numbers and plan your retirement on your terms. It may be sooner than you think!

Make work optional. Like, seriously. (seriously!!)

TAKE A LOOK INSIDE!

users have a plan for how to become work optional in their 40s 

Take a tour of the fi/re planner!

7 in 10

of users say they have a clear roadmap for how they’ll retire early

95% 

Planners sold - and counting!

1,000+

Feel like you’re not making enough to reach financial independence. You’re barely covering expenses and fun purchases, no way can you keep this standard of living without bringing money in. 

(if you do some simple math)

you don't have to work until you're 65.

We accept needing to work until our knees give out, but that doesn’t have to be your career story. Becoming work optional and financially independent can happen on your timeline. 

But right now, you:

 Feel unsteady whenever someone brings up early retirement. It sounds good in theory, but you have no idea what it would take for you to get there. 

Need a formula to figure out what it would take for you to plan for retirement on your terms and comfortably say work is now 100% optional for me. 

Want to have a simple way to plan for retirement, because this whole stage of career life feels daunting and you’re wondering, am I even making enough to save to get there? 

 Are in a space where you’re long-term planning and want to make solid financial decisions that set up your future self for an easier life. But have NO idea how much that actually looks like.

Work to Live. Or live to work. How about neither?

Use the FI/RE Planning Template to:

Plan your nest egg and calculate the "how much" part of financial planning. 

Easily calculate your annual savings target to easily build that into your budget .

Track your progress towards your version of financial independence.

Easily calculate your annual savings target to easily build that into your budget.

The FI/RE Planning template is a non-refundable product. Please be sure to review all media assets and FAQs before you purchase. No exceptions. 

$25 usd

BUY

Get instant access to the FI/RE Template + plus gain access to all future updates for free!

The FI/RE Planning
Template

Start your work-optional journey ASAP!!

buy now

BARISTA FI/RE ESTIMATES
You can upgrade your life by working part time. Learn how to feel more independent by embracing work-life balance earlier in life, by calculating your numbers with a part-time income. 

COAST FI TARGETS
Want to stop saving for retirement or redirect your income to other goals? Or want to scale back your income and leave that high-pressure job. You need your Coast FI number. 

TRADITIONAL FI/RE PLANNING 
Set your target and create an annual savings plan that’ll tell you what to do to achieve your dream financial future– taking into account things like salary growth, inflation, and optional adjustments for big life events. 

WHEN YOU GE THE FI/RE PLANNING TEMPLATE: 

LEARN MORE ABOUT FI/RE AND MY PERSONAL STRATEGY TO BECOMING WORK-OPTIONAL IN MY 30S!

WHEN YOU GE THE FI/RE PLANNING TEMPLATE: 

FI/RE can feel complicated. So I created a breakdown of what you need to know to take action without the confusing jargon on Reddit getting in the way.

PLUS: BONUS FI/RE guide + personal analysis

FI/RE Core Concept Lessons: 

Personal Values Assessment:

Career & Lifestyle Exercise

Path Selection Framework 

Get clear on your values to align your financial strategy to what matters or will matter most to you in the future. 

Visualize and design your pre and post financially independent life to know what you want and have a clearer picture of what actions you need to take today to get there. 

There are a lot of FI/RE numbers. Which one makes sense for you? This sheet helps you answer that and make the best decision for your situation and desires. 

How do I access the template?
Once you purchase the FI/RE Template, you will gain access to your Teachable portal. Inside, you will be able to download the template and access all of the set-up videos and tutorials.

Do I have to have Excel to use the it?
Nope! The downloadable file is a .xlsx file, meaning you can use it in Excel if you'd like. You can also use it in Google Sheets and there are directions on how to do this! I use it in Google Sheets.

Do I need to re-purchase the template each year?
Nope! The FI/RE is a one-time purchase and is dynamic. Just like the PFD, I plan to collect feedback to update and improve it annually (or when necessary). This is the first iteration, so I anticipate at least one round of feedback and updates later this year!

Can couples use this template?
Yes!  There is a guide for couples included. 

I'm not from the United States - can I still use it?
Of course! You'd just need to change the currency. It is not tied to specific US-investment types in any way. 

Let's make sure no stone is left unturned.

FREQUENTLY ASKED QUESTIONS

Why financial independence is so hard to calculate

It’s not. Wait, what? It’s a series of numbers you need to figure out based on your salary, desired lifestyle, and a few outside factors. What’s hard is breaking down the idea that this is available for you (yes, YOU) and you don’t have to wait until 65 to scale back your career or stop working. 

The FI/RE Planner is more than a simple calculation. It’s everything you need to take control of your professional and financial life, embracing balance instead of the prescriptive path and golden handcuffs of corporate America.

I tell you what YOU need to retire, so you can make that career choice for yourself. 

The FI/RE Planning template is a non-refundable product. Please be sure to review all media assets and FAQs before you purchase. No exceptions. 

$25 usd

BUY

Get instant access to the FI/RE Template + plus gain access to all future updates for free!

The FI/RE Planning
Template

Start your work-optional journey ASAP!!

buy now