Family Forecasting

ReTREATs

A planning ReTREAT for your personal partnership

Companies pay hundreds of thousands of dollars, invest hours upon hours of their time, accumulate data, create PowerPoints, and hold strategy meetings every year to fine tune their vision, values, and business plan.

Why do they do this? Because it helps them set objectives and goals, determine what matters most, and create alignment among the key leaders to increase the probability of success.

Shouldn’t your family do the same?!

Jay and I started doing Family Forecasting ReTREATS for ourselves over ten years ago (we didn’t call them that yet… we’ve refined our agenda, our experience and what we call it over the years), and it is the best thing we do for our marriage, our family, and our connection.

We’ll convene at a hotel-snob-approved location, and create an opportunity for love and logistics. Think of it as a board meeting for your heart, a boot camp for your bond.

We kick things off by equipping you with the tools of the trade: an agenda and a hefty stack of post-it notes. We’ll guide you through the process, prepare you for the conversations, and share some tips we’ve learned along the way!

But fear not, this isn't all about the serious stuff. After a day of forecasting your future, unwind with a game of "Truth or Dare: Financial Edition" or a romantic walk where you discuss your five-year plan. It's all about connecting on a new level, preparing for those curveballs life throws your way, and doing so with a partner who's just as committed to figuring out if you're more of a "beach vacation" or "mountain getaway" couple.

By the end, you'll leave with more than just a set of action items; you'll have a renewed sense of partnership and a strategic plan that rivals those of Fortune 500 companies. So, pack your calculators and your love letters, and join us for a reTREAT where you'll laugh, plan, and connect. Because in the end, love is the ultimate long-term investment, and we're here to make sure yours is poised for a strong rate of return and exponential growth.

Join us for your Family Forecasting ReTREAT here: