2026 Annual Planning for Couples & Co-founders

Two pocket guides to help you review your year and plan your life, relationship and business together. Start with a personal reset, then work through your business priorities, operations and money.

Two guides. One aligned year.

Why we plan our year together

We’ve been together for 20 years. And we’ve worked side by side for over a decade, which means we learned the hard way that love isn’t enough if you never stop to ask: Where are we actually going? That’s why we do our Strategy Days every year.

Not as a productivity ritual.

As a staying-close ritual.

What’s inside the two planning guides?

Part 1: Review your life, relationship and shared priorities

This is where you put the year on the table (the wins, the mess, the stuff you avoided) and decide, honestly:

  • what you’re keeping in 2026

  • what you’re cutting (even if it “works” on paper)

  • what drained you without you noticing

  • what you want to build next, together

Part 2: Plan your business, operations and money

This is the part where you treat your business like the engine it is, and stop feeding it like a chaotic roommate.

It walks you through a full-day retreat (yes, a real one: 10am–5pm) with:

  • a proper year review + lessons

  • mission / vision / ideal client / positioning

  • services + pricing audit (what stays, what goes, what needs restructuring)

  • operations & systems (CRM, pipeline, process mapping, documentation)

  • money clarity: P&L logic, dashboards, personal finances, savings goals

  • a decision recap + action list with owners + deadlines

Set aside one or two full days together. Bring your business and financial numbers, start with the personal reset, then work through the business workbook. Finish with decisions, owners and deadlines.