A one-page retirement plan — without the sales pitch.

DIY worksheet (Excel + PDF). No bank login. No subscription. No “discovery call.”

Get the worksheet — $39 One-time download · Educational only · Not personalized advice

What you get

The output is one page. Fill a short workbook → print the OnePagePlan sheet: where you stand, nest-egg target, gap, on-track result, and one next move for this year.

Assumptions sheet (every number visible)
Account snapshot + transparent projection math
Annual review + “distrust the pitch” checklist
Worked example with clearly fake numbers

Who it’s for

You already save — you just don’t have a written plan
You don’t want to hand your life to an advisor salesperson
You’ll spend ~45–60 minutes once, then a short yearly review

Who it’s not for

People who want someone else to manage their money
Day traders / fund-pick hobbyists
Anyone expecting personalized investment advice

How it works

Buy once on Gumroad
Download the Excel + PDF kit
Enter approximate balances (no bank link)
Print your OnePagePlan page and stop

No account aggregation. No monthly fee. Formulas you can see. Education-only disclaimer on every sheet.

Ready for a plan you can finish in an evening?

Get the worksheet — $39 One-time download · Not personalized advice