Lifestyle Plan

10 questions behind a strong lifestyle plan.

• 1.What do I actually want my money to make possible, both now and down the road?
• 2.What does the life I want cost, and how does that compare to what I'm spending today?
• 3.When could work become optional, and what would it realistically take to get there?
• 4.How do I balance living well today against saving for the life I want later?
• 5.What are my biggest goals, a home, family, travel, and how do they stack up against each other?
• 6.How do we fund the kids' education without putting our own future at risk?
• 7.If my career or income changed, how would that reshape what's possible?
• 8.What tradeoffs am I willing to make, and which ones are simply non-negotiable?
• 9.How do my spouse and I get on the same page about what we're building toward?
• 10.How does this plan flex as life changes, through new kids, careers, and priorities?

• 1.What do I actually want these years to look like, day to day?
• 2.Now that I'm here, how do I give myself permission to spend on what matters?
• 3.Is the plan actually built to fund the life I pictured for myself?
• 4.Where do I find purpose and structure now that work isn't the center of my days?
• 5.Where do I want to live, and does downsizing or relocating make sense for me?
• 6.How much can I comfortably spend on travel and experiences while I'm healthy enough to enjoy them?
• 7.How do I support my kids or grandkids without putting my own security at risk?
• 8.What matters most to me in the active early years versus the slower ones later?
• 9.How do my spouse and I align on what we each want this chapter to be?
• 10.How does the plan adjust as my health, energy, and priorities change over time?