Retirement Planning

Retirement Expense Worksheet

Understanding your retirement expenses is essential to building a plan that lasts. Enter your estimated monthly amounts — we'll calculate the rest.

Client Name

Email Address

Co-Client Name (if applicable)

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Ongoing Essential Expenses

Must-pay obligations in retirement

MonthlyAnnual

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Spending you could adjust if needed

MonthlyAnnual

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Large expected expenses (college tuition, home renovation, wedding, etc.)

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These help us build a more accurate retirement plan

How many years remaining on your mortgage?

Do you plan on downsizing your primary residence?

How do you expect healthcare premiums to change at retirement?

By typing your name below, you certify that the information provided is accurate to the best of your knowledge.

Signature (type full name)

Date

Your data will be securely transmitted to your advisor at Northern Pacific Asset Management.