FI/RE Planning
Template

SHOP

$25 usd

BUY

Did you know that you don't actually have to work until you're 65? With a little bit of math.. you can actually retire (or scale back your work) A LOT sooner than you think. 

With this FI/RE Planning Template, you can map out your exact journey to retirement: 
  • Project your nest egg
  • Easily calculate your annual savings targets
  • Track your progress

Financial independence planning is more than just retiring early. It can help you make career decisions, prioritize your goals, and ultimately design your dream life. 

Design your journey to become work-optional before traditional retirement!

TAKE A LOOK INSIDE!

BUY

TAKE A LOOK INSIDE!

Learn how to use your fi/re number for financial and professional planning!!

When you know your numbers, you can make smarter financial and career decisions that actually help you design the life you truly want to live. 

PLAN YOUR FUTURE

No more guessing your financial goals. See clear savings targets and make necessary adjustments so you can actually reach them. 

DATA-DRIVEN INSIGHTS

Learn about and calculate your 3 most important Financial Independence numbers: Traditional, Coast, and Barista! 

FI/RE NUMBERS

This is the ultimate tool to find work-life balance and achieve financial freedom!

TAKE THE PROFESSIONAL PRESSURE OFF

BARISTA FI/RE ESTIMATES
If your ultimate goal is to work part-time, or find work-life balance earlier in life, Barista FI is your goal. Learn exactly how much you need to save to start drawing down investments and supplement with part-time income. 

COAST FI TARGETS
Want to stop saving for retirement and start redirecting your income to your other goals? Or, maybe you want to scale back your income and leave that high-pressure job. Your Coast FI number will give you that information!

TRADITIONAL FI/RE PLANNING 
Calculate your Traditional FI/RE number target and see an annual savings plan that factors in salary growth, inflation, and optional adjustments based on your life scenarios. 

THE MOST IMPORTANT FEATURES

HERE'S A PEAK INSIDE......

Understand fundamental principles like your FI number, safe withdrawal rate, and a detailed breakdown of the different FI/RE approaches

BONUS FI/RE guide + personal analysis

Core Concept Lessons: 

Personal Values Assessment:

Career & Lifestyle Exercise

Path Selection Framework 

Map out your values to learn how to better align your broader financial strategy with what matters most to you.

Visualize and design your pre- and post-FI life!! Getting clear on what you want is the first step in guiding your numbers. 

Determine your most compatible FI/RE approach and make the best decision for your unique situation. 

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

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

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