Get My (Stuff) Together
This workbook will guide you through an annual strategy retreat—whether you do it yourself or with friends. The goal is to help you pay an extended visit to your values, set a bold vision for the year, and create workable goals.
A Peek Inside
The Six Steps of Your Retreat
Ground Yourself in Values: You’ll revisit your core definition of life success and assess your performance against it.
Set a Vision for the Year: What would make for an awesome year? The workbook guides you toward creating a bold vision so you do not simply optimize within current constraints. This vision will be your North Star.
Identify Your Strategic Opportunities: With that vision in mind, you’ll assess the factors that have helped you be successful or held you back.
Craft Goals: Given the previous steps, you’ll outline the actions to help you achieve the vision.
Create Space and Plan for Success: Most of us already have full plates. This section helps you identify where to adjust your current activities to make space for your new goals.
Take Action—Right Now: The retreat is incomplete until you start taking action. Ideally, you’ll leave time at the end to get started, but at a minimum, you’ll identify the most urgent action steps.
Tools to Plan with Your Partner
The final section of the workbook includes exercises for couples to plan in their roles as partners and parents. The tools include:
Relationship and Parenting Check-In Survey
Financial Check-In Survey
Annual Financial Checkup Checklist
The Map to My Life document provides all the critical information your loved ones would need if your partner passes away. It includes details like financial accounts, insurance policies, and key contacts, ensuring nothing is overlooked during a difficult time. Designed as an essential complement to formal estate planning tools like wills and advance directives, this resource helps bring clarity and peace of mind when it matters most.