Congratulations on this next step in your journey!
This .pdf download contains six starting points for gathering your thoughts about where you are today and where you want to be in the future. These thoughts will guide our discussions about creating your financial options.
Tools are only effective when we use them, so we’ve designed flexible exercises that encourage you to write, color, and quantify your own way. Choose just one sheet each from the Discovery and Living with Intention sections that resonates with you, and adapt it to your thinking style - making notes, scribbling or creating your own version.
Couples, do your exercises separately. They may be the same or different.
Discovery – Where you are today
1. In One Word
2. 168 Hours
3. Satisfaction Mandala
Living with Intention – Where you want to be
4. Thank-You Letter From Your Future Self
5. Rocks and Sand
6. A Role Model