Resources

Couples Offsite Planning Guide

Book cover titled 'The Couples Offsite Planning Guide' featuring a couple planning together at home, and a portrait of Jolea Garza, Strategy Consultant.
A smiling Black woman with long curly hair wearing a light gray blazer and matching top, standing with arms crossed in a bright, modern indoor space.

The Couples OffSite Planning Guide is designed for couples who want to slow down, align their hearts, and plan their future with intention. It walks you step-by-step through a guided offsite experience — helping you clarify your family vision, establish healthy rhythms, plan your year, align financially, and move forward with clear action steps.

This guide is the closest thing to me sitting in the room with you — asking the right questions, keeping the conversation focused, and helping you turn meaningful conversations into a practical plan. Whether you’re navigating a busy season, building a family, or planning alongside work or business goals, this resource gives you structure without pressure and clarity without overwhelm.

Free Download
A workspace with a laptop, notebooks, a smartphone, glasses, pens, and pumpkins on a wooden table, with a cozy room setting.
A weekly planning sheet titled "Building Your Weekly Rhythm" with a list of non-negotiables and filled-in checkboxes, featuring a small vase with flowers, a notebook, and a pen in the top right corner, and a person writing in a notebook at the bottom right.
Two older adults, a man and a woman, sit at a table reviewing documents together in a bright room.