FREE RESOURCES, GUIDES, & TOOLS
Get started on the path today, for FREE!
Over the years we’ve learned a lot about living well: mainly that it is the integration of intentional action across the primary domains of life (health, finances, relationships, work, and so forth); and that it doesn’t happen by accident. We go in depth on these subjects and more in our one-on-one coaching, but we also love being generous with our knowledge so we created these helpful free resources & worksheets just for you.
Just drop your email in the boxes below and check your inbox (might be in spam or promotions!) for an email with links or downloads. Enjoy!
Have more questions? Don’t hesitate to reach out directly.
TEMPLATE: FILLABLE PDF OR PRINT AND WRITE
Create a SMART Goal
Use this worksheet to turn a goal into a SMART goal, so you can start on the path and take action.
This is a fillable PDF, which means you may either fill out the form digitally or you may print it and complete it by hand.
TEMPLATE: FILLABLE PDF OR PRINT AND WRITE
3-3-3 Daily Planning Method
This daily planning method popularized by Oliver Burkeman increases your productivity while decreasing overwhelm––and it works whether you spend your days in an office, school, at home, or a hybrid. Try it for a week and see how it works for you.
This is a fillable PDF, which means you may either fill out the form digitally or you may print it and complete it by hand.
TEMPLATE: FILLABLE PDF OR PRINT AND WRITE
Daily Plan & Review
Start and end your day with gratitude. This is a no-nonsense daily planning document that DOESN’T require a bunch of high level values work. Come as you are. Plan your day. Crush it. Reflect. Repeat.
This is a fillable PDF, which means you may either fill out the form digitally or you may print it and complete it by hand.
TEMPLATE: FILLABLE PDF OR PRINT AND WRITE
Goals for the Week
Use this worksheet to organize your goals for the week. Then assess what worked and what didn’t.
This is a fillable PDF, which means you may either fill out the form digitally or you may print it and complete it by hand.
TEMPLATE: FILLABLE PDF OR PRINT AND WRITE
7 Habits Weekly Plan
This is the weekly planning process from Stephen Covey’s The 7 Habits of Highly Effective People. This is a tool we frequently use in executive functioning coaching. This worksheet assumes you’ve done a little work in the past to identify your mission and values.
This is a fillable PDF, which means you may either fill out the form digitally or you may print it and complete it by hand.
TEMPLATE: FILLABLE PDF OR PRINT AND WRITE
Quarterly Goals Check-In
Once a quarter, set aside 30-40 minutes to dig into what matters most to you, then develop goals based on that.
This worksheet works best if you print it and fill it out by hand.
FREE 16-PAGE E-BOOK
The Seeker’s Guide to Wealth
Follow the principles in The Seeker’s Guide to Wealth and build a solid foundation of integrated wealth at any age
FREE VIDEO-GUIDED WORKSHOP
Intentional Goal-Setting
Kickstart your goal-setting journey from where you are today with this step by step video-guided workshop following our tried and true goal-setting method.
FREE RECORDING OF A LIVE SEMINAR
The honest story of our first steps into entrepreneurship (plus a few tips) on going from 0 to our first $100k
FREE VIDEO-GUIDED TRAINING
Stop spinning your wheels. Learn the tools for living a Values-Based Life, with Anchor Course
RELATIONSHIP RESOURCES
We’ve noticed that when your home works, your life works. Use these tools to make small, frequent investments in your primary relationship… it’s the best ROI we’ve ever seen.
PRINTABLE TWO WEEK TRACKER
The Magic Six Hours
These activities add up to six hours per week, but they’re high impact if your goal is a vitalized relationship. Based on the Gottman Institute’s research.
PRINTABLE SEVEN DAY TRACKER
Seven Day Check-In Challenge
Learn a daily relationship building skill, and turn it into a daily habit with this simple 7-day tracker.