Couples Annual Planning
Made Simple

You’ve probably heard of couples getting away or setting aside time once a year for a planning retreat to set intentional goals. It sounds great, but how do you even begin? This workbook will guide you step-by-step, making it simple to reflect, plan, and set meaningful goals together for the year ahead.

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Achieve Your Shared Goals—Year After Year

Every couple wants to feel connected, aligned, and intentional in their relationship—but it’s easy for life to get in the way. Between busy schedules, work, and family responsibilities, couples often find it challenging to stay on the same page and prioritize their relationship goals. The thing you want most is a strong, thriving marriage that grows year after year—but the obstacle is finding the time and structure to create real alignment and achieve your shared goals.

This workbook is the solution you’ve been looking for. It gives you a simple, actionable framework to connect deeply and think about your goals for the upcoming year. Through thoughtful discussion prompts, you’ll review where you currently stand as a couple, share your values, and set specific, achievable goals together. Year after year, this process will help you both stay on track, support each other, and grow closer as a team.

WHY THIS WORKBOOK?

What You’ll Get From This Guide

Clear, intentional goals: Set values-driven goals that align with your mutual priorities and vision for the future.
Stronger connection: Use reflective questions to open up communication, build trust, and grow in your understanding of each other’s needs.
Actionable steps: Break your goals into simple, actionable tasks so you know exactly how to work together to achieve them.
A lasting tradition: Turn this into an annual ritual that continually strengthens your marriage and keeps you aligned as life evolves.

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Have questions?

This workbook is designed to be a tool that helps couples like you create intentional, actionable goals that align with your values. It includes reflection prompts and a step-by-step framework that guides you through the process, so you can be sure it will help you set and achieve meaningful goals.

No, you don’t need to go away to use this workbook, though a change of scenery can make the experience even more meaningful. The workbook is designed to help you connect and set goals, whether you’re at home or on a weekend getaway. What’s most important is creating intentional time to reflect and plan together.

The workbook is designed to fit into your busy schedule. While each section might take 30–60 minutes depending on your discussions, you can complete it at your own pace—whether you dedicate a couple of hours in one sitting or spread it out over a weekend.

Yes! The idea behind this workbook is to create a yearly tradition where you both reflect, reset, and plan your future together. It’s a great way to ensure you’re staying aligned as a couple and making intentional progress toward your goals.

Hey There!

a Note from Me

I know how busy life can get. My spouse and I have been through ups and downs in our marriage, but one thing we’ve begun to prioritize is setting aside time to realign each year. I created this workbook because I believe every couple deserves the chance to intentionally build a future together—without getting lost in the chaos of everyday life. If you’re ready to build a stronger, more aligned relationship, I’m confident this workbook will guide you there.

Couples Annual PlanningMade Simple