Retirement vision board template
Retirement boards fall into two camps: the financial spreadsheet and the beach. Neither answers the question that decides whether retirement is good, which is what a Tuesday looks like. This template covers both the runway and the Tuesday. The money tiles turn a distant number into contributions, a plan for the house, and a conversation with an adviser. The life tiles are about purpose, movement, people and place: the volunteering, the walk, the friends who are still around, the town you might move to. Whether you are ten years out or ten months in, the next actions are things to do this month. The board is a plan for a life, not just for a pension.
The 12 tiles: caption and next action
- Retire at 62 with the house paidNext action: Write the two numbers: age and mortgage left
- Pension contributions maxedNext action: Check the current rate and raise it by one percent
- A plan I understandNext action: Book one call with an independent adviser
- Walking every morningNext action: Walk to the shop tomorrow instead of driving
- A purpose beyond workNext action: List three things you would do for free
- Volunteer one morning a weekNext action: Email one organisation this week
- Friends who show upNext action: Invite two people for lunch next week
- A smaller house near the seaNext action: Spend twenty minutes browsing one town
- Learn the pianoNext action: Find a teacher and ask about a trial lesson
- Grandchildren on SundaysNext action: Suggest a standing Sunday lunch
- Health checks on the calendarNext action: Book the next check-up
- A good TuesdayNext action: Write what a perfect ordinary day contains
Suggested style: Paper
Paper reads like a good newspaper. Calm, legible, no rush. Six presets are available in the maker; pick another if this one does not match your photos.