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Alignment is at the core of every strong relationship, and when couples move in the same direction, goals become powerful and achievable. This workbook is designed to help you set goals together with clarity and intention—so you can not only dream big, but build the plan to make it happen.

Start by completing the workbook individually. Take time to reflect on what matters most to you and what you want the next year to look like. Once finished, come together to share your visions, align priorities, and create a joint roadmap. You’ll walk away with a blueprint for the year, grounded in shared ambition, gratitude, and a clear plan of action.

The first section encourages reflection on the past year and acknowledging the wins, lessons, and moments of growth. The second section focuses on the future your goals, habits, financial planning, and how you show up for each other.

Set your intention. Commit to the work. Build the year you want—together.

Part One: Annual Couples Planning Worksheet

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