Get Annual Planning Kit For Couples - The Executive Happiness Coach

The Annual Planning Kit For Couples created by The Executive Happiness Coach is a structured guide designed to facilitate meaningful planning sessions for couples. This guide offers a step-by-step approach to filling out the document, ensuring that each section is well-addressed and tailored to each couple's unique needs.

Follow the steps to effectively complete the planning kit online.

1. Press the ‘Get Form’ button to access the Annual Planning Kit For Couples. Once the form is obtained, open it in your preferred online editor.
2. Begin by filling out the agenda section with your names and the date of your planning session to personalize your experience.
3. Reflect on the 'Last Year in Review' section. Answer the questions provided thoughtfully to gain insights into your past achievements and experiences.
4. Progress to the 'First Look Ahead at Next Year' section. Envision your ideal year and write down your aspirations across various areas including personal, family, and financial.
5. Complete the 'First Thoughts' exercise which involves finishing the sentence stems to explore your thoughts and feelings.
6. Fill out the 'Balance Priority List' to identify essential activities that contribute to your well-being.
7. Address the 'Tolerations Worksheet' by listing tolerations that you no longer wish to accept in your lives.
8. Engage in the 'Happiness Audit' and check off statements that resonate with your experiences. This will help you gauge your overall well-being.
9. Discuss the sections related to 'Core Values' and 'Financial Checklist & Estate Planning Review' with your partner to align your values and financial perspectives.
10. Finalize your plans by drafting your 'Final Action Plan(s)'. List commitments made during your session, with clear responsibilities and deadlines. Review all sections to ensure completeness.
11. Once you are satisfied with your entries, ensure to save your changes, then download, print, or share the completed form as needed.

Start crafting your joint future by completing the Annual Planning Kit For Couples online today!