CFP Review – Retirement Planning Excel Spreadsheet

CFP Review – Retirement Planning Excel Spreadsheet I'm looking for a Certified Financial Planner to review a retirement planning Excel spreadsheet before commercial release. This is an educational retirement planning product—not a request to create a financial plan or provide personalized financial advice. The planner is already complete and includes: * Retirement projections * Social Security planning * Healthcare planning * Roth conversion planning * Required Minimum Distributions (RMDs) * Tax modeling * Retirement longevity analysis I'm looking for a CFP to perform a professional review for accuracy, completeness, and retirement planning assumptions. The spreadsheet has already undergone spreadsheet auditing and Excel formula verification. This review is focused on the retirement planning content and assumptions, not Excel development. Desired Qualifications * CFP® designation * Experience with retirement income planning * Social Security planning * Roth conversions * Required Minimum Distributions (RMDs) * Retirement tax planning Experience reviewing educational financial products is a plus. Please Include * Your CFP® certification number (or verification) * Relevant retirement planning experience * Estimated turnaround time * Fixed-price quote