From Colleagues to Partners in Life and Business

Our story began as colleagues, and shortly after we got married, we took a leap of faith to start our own consulting practice. Working together as both business partners and life partners, we realized that our strategic approach and complementary skill sets didn’t just benefit our work—they could be the foundation for designing a fulfilling personal life as well.

So, we asked ourselves: Why not apply the same intentionality we bring to our business to our personal lives?

That question sparked a tradition. Every year, we meet to set intentions and create a roadmap for success, blending the principles of strategic planning with our shared goals as a couple. This process has helped us align, prioritize, and grow together in new ways.

After sharing our journey with friends and colleagues, we received questions and encouragement to share our method. While we’re still learning and refining as we go, we’re excited to offer a resource that we hope inspires others to embark on a similar journey. Whether you're just starting or looking for a fresh approach, this template is a great way to begin building the life you envision—together.