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Don't Have an iPad? Use These Resources

The Retirement Goal Planning System®​ is available as a free iPad app for use by individuals and financial professionals. And the accompanying new book by Shlomo BenartziThinking Smarter: Seven Steps to Your Fulfilling Retirement...And Lifeis now available at bookstores.

But if you don't have access to an iPad, you can complete the steps in the book by downloading and printing out these Retirement Goal Planning System® materials.

Talk to your finanical advisor about how to use the Retirement Goal Planning System® to translate your goals into an effective finanical strategy.


  1. Goal Prioritization BoardDownload PDF

  2. Results Sheet
    Download PDF
  3. The Perspective of OthersDownload PDF






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Get the Application


The Retirement Goal Planning System® is available as a free Apple application for use by individuals and financial professionals.

The application requires iOS 7.0 or later and is compatible with iPad.