The Ultimate Partner’s Planning “Retreat” Guide

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A “simple guide for partners to celebrate their favorite experiences and intentionally design their new year.

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Backstory

We’ve been together for 20 years. We’ve also worked side by side for over a decade — which means we’ve learned the hard way that love isn’t enough if you never pause 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.

It’s the moment we put the year on the table — the wins, the mess, the stuff we avoided — and decide, honestly:

• what we keep in 2026

• what we cut (even if it’s “working” on paper)

• what drained us without us noticing

• what we want to build next — together

This guide is Day 1 of our process. The exact structure we use to get clarity, alignment, and a clean reset.

If you want to use it properly: block one day, grab a pen, and do it start to finish.

Simple format. Sharp questions. Real decisions.