Looking for a retirement worksheet for real estate

[Alex Camaerei]

Hey guys! I'm somewhat new to Bigger Pockets. I'm a newer investor and a real estate agent. I'd like to gear my real estate business towards helping people build long term wealth through real estate. I was wondering if anyone had a worksheet that could be used to sit down with clients and help them map out a plan to grow a real estate portfolio and retirement plan. I don't have specifics as to what would be on this worksheet, just looking for some ideas so I could potentially create my own. Thanks in advance!