Templates & Worksheets

Retirement isn’t just about stopping — it’s about starting something new. This page is a growing collection of worksheets, templates, and reflective tools that I’ve used as I’ve reimagined what matters most in this next chapter of life. Whether you’re beginning your own slow-living journey, exploring your BHAGs, or simply looking to align your lifestyle with your values, I hope these resources help you pause, ponder, and plan with purpose. Feel free to download, adapt, and use them as you chart your own path.

BHAG Discovery Template

A simple tool to help identify your long-term purpose and big goals. BHAG Discovery Template

Personal Values Worksheet

This simple worksheet helps you reflect on the deeper values shaping your life and desired journey


The Weekly Planner Template

A simple tool that helps give structure and balance to each week. Down Load Her