Life Beyond the Numbers
Retirement Isn't Just Numbers. It's the Life You Build With Them
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What's Inside
Craft your Ideal Retirement Day - Before touching a spreadsheet
Rank and link your core values to what you will actually do in retirement
Reality check your dreams with a must-have / nice-to-have grid
Prioritize goals on a simple cost vs importance chart
Why It Matters
Clarity Beats Guesswork
No more “Are we missing something?”—you’ll surface blind spots before they become costly mistakes.
Spouses on the Same Page
Independent worksheets spark the honest, judgment-free conversations most spouses avoid.
Purpose First Planning
Money follows meaning; align your dollars with what makes life rich.
Ready to get started?
Is This You?
You're 5 - 10 years from retirement and have saved diligently
You worry more about making a mistake than beating the market
You prefer plain English over technical finance jargon
You want your spouse involved, and comfortable, with your retirement planning
→ If this sounds familiar, this workbook is for you.
Ready to put Purpose Before Spreadsheets?
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.
How it Works
Download
the Workbook
Print Two Copies
One for each Spouse
Compare Answers
and spotlight priorities together
Need help turning insights into a full plan? Book a free 20-min Clarity Call any time - no obligation.
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.