My Retirement Vision Planner

Educational PurposeThis worksheet is designed to help individuals clarify their retirement goals and organize their thoughts before making retirement decisions. It is intended for educational and planning purposes only and does not constitute financial, legal, tax, insurance, or investment advice.

Many people spend years planning how they will retire but very little time thinking about what retirement will actually look like. Retirement is more than leaving a job — it’s entering a new chapter of life.

Use this planner to create a personal vision for your retirement. There are no right or wrong answers. Your retirement should reflect your values, priorities, and goals.

Section 1: My Retirement Dream

Section 2: My Ideal Lifestyle

How do you picture your retirement?

• ☐Traveling frequently
• ☐Spending time with family
• ☐Volunteering
• ☐Starting a business
• ☐Consulting or part-time work
• ☐Gardening
• ☐Faith and ministry
• ☐Learning new skills
• ☐Hobbies
• ☐Relaxation
• ☐Other

Section 3: Where Will I Live?

Would I consider relocating?

• ☐Yes
• ☐No
• ☐Maybe

Section 4: My Monthly Lifestyle

Estimate the type of lifestyle you hope to maintain.

Section 5: My Retirement Priorities

Rank the following from 1 (Most Important) to 10 (Least Important).

• ☐Financial Security
• ☐Good Health
• ☐Family Time
• ☐Traveling
• ☐Faith & Spiritual Growth
• ☐Giving Back
• ☐Leaving a Legacy
• ☐Freedom from Debt
• ☐Personal Growth
• ☐Enjoying New Experiences

Section 6: My Biggest Retirement Concerns

• ☐Running out of money
• ☐Healthcare expenses
• ☐Inflation
• ☐Loneliness
• ☐Losing purpose
• ☐Supporting family members
• ☐Housing costs
• ☐Market uncertainty
• ☐Long-term care
• ☐Other

Section 7: My Retirement Bucket List

Write five experiences you hope to enjoy during retirement.

Section 8: My Legacy

Section 9: My Retirement Action Plan