Retirement Runway Project
Retirement Project Charter • Free
Retirement Project Charter

Define what your retirement plan must accomplish.

Before asking whether you have enough, define what “enough” needs to support. Your Charter turns a retirement idea into a clear set of planning requirements.

Free • No purchase required • Printable
The Retirement Runway Method From definition to control
DEFINE BASELINE PROTECT MANAGE Scope Diagnose Runway Control
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What this Charter does

Define the requirements before testing the finances.

The Charter establishes the retirement timing, lifestyle requirement, planning horizon, reserve objective, flexibility and governance that your financial plan will need to support.

Define • Free Charter What must retirement accomplish? Establish the requirements and boundaries of the retirement project.
→
Baseline • $39 Snapshot Can your current resources support it? Test those requirements against the financial resources available.
1 Schedule

Define the project boundary.

Establish when retirement is expected to begin, how flexible that date is and how far the plan is expected to carry.

A Plan identity
B Timing & completion requirement
A planning boundary, not a prediction of lifespan.
$ Expressed in today's dollars.
2 Lifestyle

Define the lifestyle requirement.

Establish what retirement is expected to fund and distinguish essential spending from spending that provides flexibility.

A Annual lifestyle requirement
$
$
$ Annualized repairs, replacements and major upkeep.
B Retirement objective & flexibility
3 Resources & risk

Identify what supports the project — and what could pressure it.

Keep this step qualitative. The Baseline Snapshot performs the financial testing.

A Expected support
B Risk & contingency
4 Governance

Define who manages the retirement project.

Identify who makes decisions and who can step in if the primary decision-maker cannot manage the plan.

A Decision authority
Define stage complete

Your retirement requirements are defined.

You have established what your retirement plan is expected to accomplish. The next decision is whether your current resources can support those requirements.

Requirements
Defined

Your Retirement Project Charter

A one-page executive dashboard of your retirement requirements.

Next • Establish the Baseline

Can your current resources support these requirements?

The $39 Baseline Snapshot tests your retirement requirements against the resources available and evaluates Long-Term Funding, Retirement Runway and Liquidity Bridge.

Explore the Baseline — $39 Personalized 3-page diagnostic

Define it. Baseline it. Protect it. Manage it.

Retirement Runway is an educational planning framework designed to make retirement assumptions, funding pressure and decisions visible. It does not provide individualized investment, tax, legal, insurance or accounting advice.

Retirement Runway Project Retirement Project Charter
Define