Retirement Planning Excel Workbook Review – CFP, CPA/PFS, or ChFC Preferred

I’m looking for a qualified retirement-planning professional to perform a final review of a retirement planning Excel workbook before commercial release. Preferred credentials include CFP®, CPA/PFS, ChFC®, or relevant retirement-planning and advisory experience. This is an educational retirement planning product. It is not a request to create a personal financial plan or provide individualized financial advice. The workbook is already complete and includes: Retirement savings projections A 4% Rule benchmark Year-by-year retirement longevity analysis Social Security claiming-age adjustments Healthcare and long-term-care planning Retirement tax assumptions Coast FIRE calculations Guidance for people who are still working, already retired, or continuing to contribute after retirement The workbook has already undergone Excel formula auditing and technical QA. The methodology, structure, and design are substantially complete. This review should focus on: Accuracy and reasonableness of the retirement planning assumptions Whether the calculations and outputs are presented appropriately for an educational product Consistency between the workbook, Dashboard results, and year-by-year simulation Social Security, healthcare, long-term-care, tax, and withdrawal assumptions Whether any wording could mislead users or overstate what the planner can determine Any material omissions or issues that should be addressed before release This is a review and validation project, not an Excel development or product-redesign assignment. Please identify material issues rather than suggesting optional feature additions unless they are necessary for accuracy or user understanding. Desired Qualifications: Active CFP®, CPA/PFS, or ChFC® credential preferred Experience with retirement income planning Social Security planning Retirement withdrawal strategies Healthcare and long-term-care planning Retirement tax considerations Experience reviewing calculators, spreadsheets, educational tools, or consumer financial products is a plus Deliverables: Completed review of the finished workbook and supporting materials Written assessment identifying any material issues, unreasonable assumptions, or misleading language Brief confirmation of whether the product appears appropriate for commercial release as an educational planning tool Please Include: Your CFP®, CPA/PFS, or ChFC® credential and verification Relevant retirement planning experience Experience reviewing financial calculators or educational products Estimated turnaround time Fixed-price quote