The Couple’s Annual Planning Workbook

The Couple’s Annual Planning Workbook is a guided workbook that helps couples look back on the year with honesty, align around what God is doing in their home, and create a focused, realistic plan for the year ahead—without needing a week-long retreat or a babysitter for 3 days straight.

What’s Inside (Couples) 5 Phases:

1. Looking Back (Days 1–4)
2. Guided prompts to remember key moments
   • Fear vs. confirmation reflection
   • Honest look at what worked and what didn’t in your marriage, family, and work
3. Life & Spiritual Assessment (Days 5–8)
4. Individual “life category” ratings
   • Joint conversation to choose 3 shared focus areas for the year
   • Fruit of the Spirit reflection in your personal walk and in your relationship
5. Your Financial House (Days 9–12)
6. Money emotions assessment
   • Household income streams map (KEEP / GROW / PRUNE)
   • Rough numbers (no spreadsheets required)
   • A simple family money mission + 3 money moves to make early in the year
7. Vision & Goals for the New Year (Days 13–20)
8. Identity and calling exercises for each spouse
   • A family mission statement for the year
   • Category-based goal brainstorm (faith, marriage, parenting, money, health, etc.)
   • Your shared “Big 5" goals with first steps and likely obstacles
   • A weekly “house & heart” rhythm to stay aligned
9. Relationships, Support & Blessing (Days 21–24)
10. Mapping mentors, friends, and relationships you want closer
    • Early-win planning for the first month of the year
    • A review and simplification step so your plan is realistic

Perfect For

• Couples who feel like they’re “project managing life” but want to feel like a team again
• Entrepreneurs / side-hustlers who want their partner on the same page with risk, goals, and money
• Parents who want intentional family rhythms but limited time
• Faith-driven couples who want to invite God into their planning in a practical way