5-Tab Excel Workbook for Pre-Retirement and Retirement Clarity
Created by Unmuted Memoirs™ & Profectus Business Consulting Inc.
 
Plan Your Retirement With Confidence, Not Confusion
The Inner Exit™ Financial Planning Toolkit is a powerful, editable 5-tab Excel workbook that simplifies your most critical financial questions as you approach retirement. Whether you’re 3 years away or already navigating your transition, this digital workbook helps you calculate, plan, and align your financial readiness with the lifestyle you actually want.
✅ What You’ll Get Inside:
Retirement Numbers Checklist
Clarify what you need vs. what you have, income, savings, expenses, and timelines.
Income Strategy Planning Tool
Map out a monthly retirement paycheck from pensions, savings, government benefits, or consulting income.
Pre-Exit Budgeting Worksheet
Compare current spending with projected retirement expenses and smooth the cash flow gap.
3-Year Pre-Retirement Checklist
A strategic countdown to help you prepare your paperwork, insurance, taxes, and timeline.
Retirement Income Map
Visualize where your retirement money will come from and how it supports your desired lifestyle.
 
Key Features:
✅ Fully Editable Excel Workbook (.xlsx format)
✅ Organized into 5 smart tabs for intuitive navigation
✅ No formulas to build, all calculations are built in
✅ Includes guidance notes and planning prompts
✅ Designed for both Canadians and U.S. users
✅ Perfect for DIY financial planners, coaches, or accountability partners
 
Who It’s For:
Mid-career professionals planning a strategic exit
New retirees managing their money drawdown
Career changers considering consulting or part-time income
Financial coaches and life planners supporting clients in transition
 
Format:
Excel workbook (.xlsx) with 5 pre-built tabs
Includes notes & usage tips inside each tab
Instant digital download (printable and editable)
 
Price: $35 CAD
Download now at www.unmutedmemoirs.com/Shop
 
For The Complete Inner Exit™ Retirement Readiness BundleTools for Emotional Insight + Financial Clarity:
1. Download the eBook: https://www.unmutedmemoirs.com/product-page/the-inner-exit-redefining-retirement-on-your-own-terms
 
2. Download the Companion Workbook here: https://www.unmutedmemoirs.com/product-page/the-inner-exit-reflective-companion-workbook-17-page-fillable-pdf-bundle