Couples Life Planning Form
Collaboratively plan your future together by sharing your goals, values, and plans as a couple.
Partner 1 Full Name
*
First Name
Last Name
Partner 2 Full Name
*
First Name
Last Name
Relationship Status
*
Married
Engaged
In a long-term relationship
Other
What are your top three shared goals as a couple?
*
Do you plan to have children?
*
Yes, soon
Yes, in the future
No
Undecided
Preferred location(s) for living together
How do you prefer to manage finances as a couple?
*
Joint accounts for all expenses
Separate accounts with shared expenses
Fully separate finances
Other
What are your individual goals or aspirations?
How do you prefer to resolve conflicts?
Open discussion immediately
Take time and revisit later
Seek external help (counselor, mediator)
Other
List any important upcoming life events or milestones you want to plan for (e.g., wedding, buying a home, travel, career change)
Rate your satisfaction with your current communication as a couple
1
2
3
4
5
What are your shared values or principles?
Is there anything else you would like to discuss or plan together?
Submit Life Plan
Should be Empty: