Retirement Planner | Digital Retirement Planning App

Retirement, one clear step at a time.

The Milestone Retirement Planner brings the many pieces of retirement planning together in one organized place, helping you see what needs your attention now, what’s coming next and what you still need to prepare.

From retirement income and everyday expenses to pensions, government benefits, healthcare, housing and important paperwork, your planner helps you organize the practical details of retirement and see how your plans fit together.

Designed to help you prepare for retirement with greater clarity and organization.

✓ Follow a personalized roadmap based on your retirement date
✓ Keep track of important retirement dates and benefit windows
✓ Compare your monthly finances today with your expected retirement expenses
✓ Organize pensions, government benefits and other retirement income
✓ See how much of your essential spending may be covered by guaranteed income
✓ Explore how long your savings may last and test different what-if scenarios
✓ Understand your pension options and keep track of questions to ask before making decisions
✓ Organize CPP, QPP and OAS in Canada or Social Security and Medicare in the U.S.
✓ Track savings, mortgage and debt payoff goals, including extra-payment scenarios
✓ Plan for semi-retirement, part-time or contract work
✓ Organize your leaving-work checklist, healthcare, insurance and housing plans
✓ Keep important documents, contacts and questions together
✓ Plan individually or as a couple
✓ Review your retirement plan with a simple yearly check-in
✓ Use a sample plan, larger-text option, and print or save as PDF
✓ Works on your phone, tablet or computer — no app download required

Private by design. Your information stays on your own device.

Plan your retirement with greater clarity and confidence.

Plan the whole next chapter? Get the Next Chapter Bundle (Retirement + Budget & Financial + Estate Planner) and save 29%.

This planner is an organizational tool and does not provide financial, investment, tax or legal advice. It does not determine whether you can afford to retire. Calculations and projections are estimates based on the information you enter.

Pay once. No subscription to cancel.

This is a digital product. Nothing will be shipped.