Retirement Readiness Planner
Project retirement needs, identify your savings gap, and see whether your plan is on track.
What it helps you understand
How much you may need at retirement, whether current savings are on pace, and what gap remains.
What's included
Project your retirement needs, savings gap, and whether your current plan is on track.
Retirement Needs
Estimate annual spending and total capital required at retirement.
Savings Gap
Compare projected savings against your target retirement number.
On-Track Indicator
See whether your current contributions and growth assumptions keep pace.
Scenario Inputs
Adjust retirement age, return assumptions, and contribution levels.
Who it is for
- You are within 10–20 years of retirement and want a clearer picture.
- You have retirement accounts but aren't sure if you're on track.
- You want a structured way to stress-test your retirement assumptions.
- You prefer a spreadsheet before moving to connected planning tools.
Get your copy
Enter your email on the next step and your workbook will open in Google Sheets, where you can save your own editable copy.
Spreadsheets help organise your finances. Navira helps you see how everything connects.