📊 OVERVIEW
An editable Excel workbook designed to forecast retirement income needs, track expense categories, and model inflation-adjusted budgets. Ideal for individuals, families, and financial advisors planning long-term retirement strategies and post-retirement cash flow.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx)
• 🧾 Structured fields for age, retirement timeline, income sources, housing, personal, medical, and daily living expenses
• 📘 Built-in logic for annual variance and inflation-adjusted budgeting over a 20-year retirement horizon
• ✅ Modular layout with weekly, monthly, and annual input options
🧠 USE CASES
• Retirement income forecasting and expense planning
• Client-facing documentation for financial advisors or estate planners
• Inflation modelling and long-term financial readiness
• Reusable format for any retirement age, income mix, or lifestyle scenario
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure with consistent logic across income, expenses, and inflation tables
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This template is available immediately—no waiting, no shipping, no locked fields. Built for individuals who need a clean, editable retirement planner they can deploy across any financial strategy, advisory session, or life planning workflow
