Family Retreat Planning Template
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2The
_ _____________________________
F amily
P lanning
R etreat
Date
_ ________________
Pre-‐retreat
c hecklist:
• Complete
b asic
i nfo
o n
t he
F amily
B usiness
P lan
S preadsheet
• Both
c omplete
t he
L ife
S atisfaction
W heel
• Assemble
r easonably
a ccurate
f inancial
i nformation
Our
F amily
M ission/Vision
S tatement:
_______________________________________________________________________
( Take
f requent
b reaks:
w alking
t ogether,
b rief
r ecreational
a ctivities,
m eals.
U se
c onversation
cheat
s heets
i f
n ecessary
t o
k eep
c onflict
l ow,
a nd
d e-‐escalate)
1. Brainstorming
a. What
d o
w e
w ant
t o
a ccomplish
i n
t his
r etreat?
b. How
w ould
w e
l ike
t o
f eel
a t
t he
e nd
o f
o ur
t ime?
c. To
h ave
a
s ense
o f
p rogress
a nd
d irection,
w hat
w ill
b e
d ifferent?
2. Review
F amily
M ission/Vision
S tatement
3. To-‐Date
C heck-‐in
a. Looking
b ack,
w hat
h as
b een
a ccomplished?
b. What
t hings
a re
w e
p articularly
s atisfied
w ith?
4. Personal
C heck-‐ins
a. Using
W heel
r eview
d omains
o f
f unctioning.
b. What
a reas
a re
s trengths?
c. What
a re
t he
s ignificant
a reas
f or
g rowth?
d. Hold
o ff
p lanning
t ill
# 6
b elow.
5. Financial
D iscussion:
a. Warming
u p
i. What
i s
m y
g reatest
f ear
a bout
m oney?
ii. When
w as
I
m y
m ost
c ontent
f inancially?
iii. When
d oes
m oney
c ause
m e
g ood
f eelings?
B ad?
b. Snapshot:
W here
a re
w e?
i. Assets
&
D ebts
1. College
s avings
2. Retirement
3. Investments
4. Emergency
f und
5. Liabilities
c. Budget
( grade
y ourself
f or
e ach
a rea)
i. Having
o ne.
ii. Following
i t
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