Build the retirement you actually want.
Exitplan is a step-by-step online course that turns the question of “when and how do I retire?” into a clear, written plan you can act on — covering the money, the timing, and the life after work.
Lifetime access · Learn at your own pace · No financial jargon
What we promise you
Exitplan is brand new, so here’s exactly what to expect — no inflated claims, just the commitments we hold ourselves to.
Plain-language guidance
Every concept is explained without finance-industry jargon. If it can’t be made clear, it doesn’t make the lesson.
A real plan, on paper
You finish with a written, personal retirement timeline — not just notes and good intentions.
Honest, not hype
We never sell products or push tickers. The goal is your clarity, not a commission.
Four stages from “someday” to a dated plan.
Exitplan moves in order — each stage builds on the last, so by the end your numbers, timing, and lifestyle line up.
Includes downloadable worksheets for every stage.
- 01
Know your real number
Map your true cost of living and figure out the nest egg that actually supports it — not a generic rule of thumb.
- 02
Choose your exit date
Weigh early vs. traditional vs. phased retirement against your savings, pensions, and goals to land on a realistic date.
- 03
Turn savings into income
Understand withdrawal strategies, social benefits, and how to keep money flowing month after month without panic.
- 04
Design the life, not just the budget
Plan purpose, routine, and relationships so the day after you stop working feels like a beginning, not a void.
One course. Two ways in.
Try the foundations for free, or get the complete plan with every worksheet and walkthrough.
Foundations
The first stage, free, so you can feel the approach.
Free
- Stage 1: Know your real number
- Cost-of-living worksheet
- Lifetime access to free lessons
Exitplan Full Course
Every stage, worksheet, and walkthrough to finish your plan.
$149 one-time
- All four stages, start to finish
- Every downloadable worksheet
- Income & withdrawal walkthroughs
- Lifetime access & free updates
Stop guessing about retirement.
Give yourself a few focused hours and walk away with a written plan you actually trust. Start the first stage today.