2026 Strategy Bundle
$149.99$267
The Annual Strategy Meeting Bundle is your all-in-one toolkit to help you and your partner get aligned, get organized, and get intentional about building the life you both want. Whether you’re planning your next year, setting financial goals, or creating a clearer vision for your relationship, this bundle gives you the structure, clarity, and confidence to do it together.
What’s Inside the Bundle
1. The Annual Strategy Meeting Guide (PDF)
A beautifully structured, easy-to-follow guide that walks you through every part of the meeting — from vision casting to finances to travel, marriage, personal goals, and beyond. With guided questions, prompts, and conversation starters, you’ll never feel stuck or unsure of what to talk about.
2. The Financial & Life Planning Spreadsheet
A powerful, ready-to-use spreadsheet that helps you organize your goals, track your money, structure your year, and stay aligned month after month. Perfect for couples who want to build wealth, get on the same page financially, and stay consistent long after the meeting is over.
3. The Mini-Course: How to Plan Your Life Together
A step-by-step video course where you break down exactly how to structure your year, set meaningful goals, create accountability systems, and build a life with purpose and clarity.
4. The Conversation Starter Guide
80+ guided questions across every major pillar of life — marriage, finances, career, travel, home, wellness, and personal goals. Perfect for couples who want deeper conversations, clarity on what they truly want, and help uncovering the goals they didn’t even realize they had.