Federal employees
Especially FERS-covered employees trying to understand pension, TSP, Social Security, and retirement timing.
Digital planner download
Federal & Military Retirement Financial Planner
A professional workbook for modeling your retirement income picture across FERS, TSP, Social Security, military retirement, brokerage accounts, and other cashflow sources.
What is included
Retirement dashboard
Summarize your expected income sources and monthly retirement cashflow.
FERS pension estimate
Enter high-3 salary and service years to estimate your basic annuity.
TSP planner
Model contributions, balances, estimated growth, and annual contribution goals.
Social Security input
Use your SSA statement estimates to compare different claiming ages.
Military retirement and other income
Add retired pay, pensions, rentals, brokerage withdrawals, and other sources.
Income gap worksheet
Compare desired monthly income against estimated retirement cashflow.
Who this planner is for
Military retirees
Households combining military retired pay with federal employment, TSP, brokerage, and Social Security.
Government households
Families who want one clearer view of retirement income instead of scattered estimates.
Current version
Get the downloadable planner workbook.
Use the button below to connect to your existing Etsy listing now. Later, replace this link with Stripe, Payhip, Gumroad, or a direct website checkout.
- Instant digital download through your checkout platform
- Professional spreadsheet workbook
- Free update notes page included in this website package
Planner preview
See what the workbook helps you organize.
Preview how the planner is positioned: simple steps, clear questions, blended income sources, and support for federal and military retirement planning.
