Purposeful Retirement Guide
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your values on money and retirement.
Long-term client relationships flourish when we help each other. Help us understand more about you with this comprehensive Guide that can lead to your definition of a Purposeful Retirement™ for designed by you and for you.
We can help you get there.
Financial Spreadsheets
Kastler Financial Planning offers no-charge spreadsheets in Microsoft Excel format to help you understand your finances better. These are intended to help you get a better grasp of your current financial situation and learn basic financial concepts. For advanced planning tools and capabilities, see our Start My Plan page.
These spreadsheets are offered "as-is" without warranties or guarantees. Not intended to provide financial advice. Please see a professional Advisor, Tax Consultant, or other licensed financial professional for specific advice. Requires latest version of Microsoft Excel.
Our 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.
Plan a Specific Goal
Plan for a specific goal such as an upcoming wedding. Track your cumulative spending to reach goal.
e-Guides and e-Books
Kastler Financial Planning offers no-charge e-Guides and e-Books downloadable in PDF format to help you plan your life situation better. Our flagship Purposeful Retirement guide is useful for those in pre-retirement and early retirement.
These documents are offered "as-is" without warranties or guarantees. Not intended to provide life planning advice. Please see a professional life planning professional for specific advice. Requires ability to read PDF format document on your device.
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 PDFs and Forms
Schedule a Consultation
Contact Us TodayIf you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.