Thoughtful resources to help you reflect, prepare, and begin planning with greater clarity
KFP Resources Available
We offer no-charge eGuides, spreadsheets, and eBooks designed to help you think more clearly about retirement and other important financial decisions. Some resources are primarily educational, while others are intended to support the early Discovery process by helping you reflect on your goals, priorities, family considerations, and sense of purpose.
The first three eGuides below are especially important because they align with the 7 Pillars Retirement Planning® framework that guides our planning process. When completed thoughtfully, they can serve as a meaningful starting point for deeper planning conversations.
The first three eGuides below are especially important because they align with the 7 Pillars Retirement Planning® framework that guides our planning process. When completed thoughtfully, they can serve as a meaningful starting point for deeper planning conversations.
eGuides
7 Pillars Retirement Profiler
An eGuide to help you reflect on your goals, priorities, and vision for retirement
This no-charge eGuide is designed to help you think more intentionally about the retirement you hope to live. Through guided questions across the seven pillars of retirement planning, it can help you clarify what matters most and begin shaping a more thoughtful retirement vision.
It can also serve as a helpful part of the Discovery process by giving us insight into your goals, family priorities, values, and sense of purpose before planning begins.
It can also serve as a helpful part of the Discovery process by giving us insight into your goals, family priorities, values, and sense of purpose before planning begins.
7 Pillars Faith-Based Retirement Profiler
A faith-informed eGuide to help you reflect on retirement, stewardship, purpose, and legacy
This faith-based version of the retirement profiler is designed for individuals and couples who want to think more deeply about retirement in light of biblical values, spiritual gifts, faithful stewardship, and life calling. It encourages reflection on both the practical and the deeper questions of retirement.
It can also be a meaningful Discovery tool for prospective clients who want their planning conversations to reflect both wise financial planning and a Christian perspective on a purposeful retirement.
It can also be a meaningful Discovery tool for prospective clients who want their planning conversations to reflect both wise financial planning and a Christian perspective on a purposeful retirement.
7 Pillars for Young Couples
A practical eGuide to help young couples begin conversations about goals, values, and financial life together
This eGuide is designed to help young couples think through the foundational areas of life and finances together. Using the seven pillars as a conversation framework, it encourages reflection on priorities, values, communication, and the habits that shape a shared future.
It may also be a meaningful resource for parents or grandparents who want to pass along something practical and thoughtful to a younger couple they care about.
It may also be a meaningful resource for parents or grandparents who want to pass along something practical and thoughtful to a younger couple they care about.
Financial Spreadsheets
Kastler Financial Planning offers no-charge spreadsheets in Microsoft Excel format to help you get a better grasp of your current financial situation. Not intended as advanced planning, all resources are available 'as-is' and for educational purposes only. For advanced planning tools and capabilities, see our Retirement Planning Services page.
Advisory Fee Compare
Compare the impact of 3 different advisor fee schedules on a 30 year investment: Flat-fee, Industry Average, and Your Current.
Sequence of Returns
Set your portfolio value and yearly withdrawal. Compare 3 cases of stock market returns over 10 years.
Loan Amortization
Evaluate a loan proposal from your lending organization. See total payments and breakdown of each payments P&I.
Cash Flow Planning
Organize your expenses into categories of Essential and Discretionary. Track your monthly Cash Flow.
eBooks
Women and Retirement
“The average lifespan is about
5 years longer for women than
men in the U.S., and about 7
years longer worldwide.”
- HARVARD MEDICAL SCHOOL
- HARVARD MEDICAL SCHOOL
One’s retirement strategy is an important part of holistic financial
wellness, yet it can present a unique set of considerations for
women. While the fundamentals of saving, investing, and
retirement strategy are universal, women may face distinct
factors that can impact their retirement roadmap.
Successful Aging
What a great time in life to spend doing what you’ve always wanted to do. Successful retirees have found that a successful retirement isn’t always about how much money they have, but the quality of life they are living.
Our special PDF workbook “Successful Aging” can help you reflect on what you would like to DO in retirement and give you tighter control and peace of mind with where you are at in life.
Please fill out the form below and request "Successful Aging."
Blended Families
Our complimentary PDF Blended Family Finances Workbook can help you get a feel for your blended finances for you and your spouse or soon-to-be spouse.
This is an opportunity for both of you to discuss family values, money values, and financial goals. Getting on the same page can be tough. We provide some guidance to help you through it.
Please fill out the form below and request "Blended Family.
DIY Planning
If you are 55+ and seriously considering your retirement, then this practical guide can help you better understand what's involved with the de-accumulation side of Retirement Planning. It is somewhat technical and especially appropriate for the engineering-minded, technical professional or the do-it-yourselfer.
This paper provides you with the steps involved to engineer your retirement plan, including sections on Research, Planning, Analyzing, Optimizing, Stress-Testing, and Release. All the engineering steps you would expect for a successful project. If you have an engineering type of mindset, I think you will appreciate this engineering approach to developing your Retirement Plan.
Please fill out the form below and request "DIY Workbook."
Request Form
Ready to Take the Next Step?
Schedule a ConsultationIf these resources have helped you reflect more clearly on your goals, priorities, or retirement questions, I invite you to reach out. We can begin with a no-charge, no-obligation consultation to discuss your situation, answer your questions, and explore whether planning together may be a good fit.