Your Retirelens Starter Kit is ready!

Thanks for your interest in Retirelens. We're excited for you to get started — this Starter Kit is a simple way to organize your information and build momentum before the app launches.

If your download doesn't start, click again or use the link in your email anytime.

Backup link sent to your inbox

We're also sending you an email with a download link, so you can grab the Starter Kit again anytime you need it. No email verification is required — the email is simply a backup way to download the kit.

What's inside

10-Minute Snapshot

10-Minute Snapshot

Answer a few quick questions to spot your most important next steps.

Digital Vault

Digital Vault List

A checklist to organize key documents and where to find them.

Support Circle

Support Circle

Keep your main points of contact in one place for help and emergencies.

What happens next

We'll keep you updated as the Retirelens app gets closer to launch. In the meantime, this kit will give you a head start — and future-you will thank you.

Privacy tip

This workbook is meant for your personal records. Store it somewhere secure (like a private folder or encrypted drive). We recommend not saving passwords in the sheet — instead, note where they're stored (for example, a password manager). When possible, use partial details (like last 4 digits) rather than full account numbers.