Free Resources
Tools for retirees who want real answers.
Workbooks, spreadsheets, and guides we've built for the people we work with most. One email unlocks the whole library.
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The Retirement Ready Workbook
Will you actually have enough?
Our flagship workbook. Six steps, real math, plain English. Walks you through the actual question: can you retire on schedule, and what do you fix if you can't? Worksheets you fill in, not just a PDF to skim.
Will you actually have enough?
More resources
Guides, calculators, and worksheets.
Every workbook and spreadsheet here was built by Jim for the families he works with, not licensed from a marketing vendor.
Want help running your numbers?
These resources are real, useful, and a good place to start. But they can't replace running your actual situation through tax projection software, modeling your Social Security year-by-year, or building your Roth conversion schedule. That's what we do.
Schedule a free 30-minute session