A clearer way to think about the retirement you want.
This workbook helps you and your spouse step back from the numbers and talk about what truly matters in the next chapter – before making financial decisions.
Free download. No obligation.
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.
Why This Matters
About the Life Beyond the Numbers Workbook
This workbook gives you a simple, guided way to talk about what matters most in the next chapter of your life – before you get pulled back into numbers and projections.
Retirement planning often starts with account values, projections, and decisions about when to claim Social Security. But most couples find the real questions run deeper.
You may be wondering:
How do we balance enjoying retirement with leaving something meaningful for our kids and grandkids?
How do we make decisions together when we sometimes want different things?
What does peace of mind look like for each of us – and how do we protect it?
How do we make sure we aren’t leaving a confusing situation if something happens to one of us?
These are emotional questions as much as financial ones.
This workbook gives you a calm way to begin answering them – together.
What the Workbook Helps You Do
Clarify What Matters Most
Create space to talk about the life you want rather than jumping straight into numbers or projections.
Strengthen Alignment With Your Spouse
Use guided prompts to understand where you’re already on the same page – and where you may see things differently.
Turn Values into Clearer Decisions
See how your priorities connect to choices about spending, saving, giving, and legacy.
Bring Focus to the Retirement Planning Process
Instead of trying to solve everything at once, start with the foundation: purpose.
Fits Well With Where You Are
Designed for couples in this stage of life
Are approaching retirement and you want more confidence in your direction
Want to simplify decisions rather than feel pulled in different directions
Feel some tension between enjoying today and planning responsibly for tomorrow
Want to protect each other and reduce stress for your family
It’s not technical or sales-driven.
It’s a guided conversation to help you find clarity – and to make the financial side feel less overwhelming.
When you’re clearer on purpose, everything else becomes simpler to sort through.
"I felt a sense of trust that you knew how we wanted to live our life."
-Mary Beth L., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Inside the Workbook
A simple, guided way to talk about what matters most in the next chapter
Life Beyond the Numbers: A Guided Retirement Conversation Workbook
Here’s a look at what you’ll work through together:
Reflect on the life you want to live
Short, thoughtful prompts about travel, family, community, growth, and how you want your time to feel.
Identify what matters most in retirement
A simple framework to surface shared priorities – and understand where each of you places emphasis.
Explore emotional and practical tradeoffs
Talk through common tension points: spending vs. legacy, risk vs. security, giving now vs. later.
Connect priorities to decision-making
See how your values shape choices around investments, estate planning, and how much you can comfortably spend.
Most couples spend 20–30 minutes per section.
You can complete the workbook in one sitting or over a few conversations.
Why We Created This
So many families tell us they feel pulled between wanting to enjoy retirement and wanting to protect each other and leave things simple for their family.
Most feel pressure to “get the numbers right.”
But real clarity starts with understanding what you want your retirement to look and feel like.
We built this workbook to help you start that conversation in a calm, grounded way – and to make the financial decisions that follow feel less stressful.
Our goal is to help you feel clearer, calmer, and more confident about the conversations that really matter.
"Parkwoods has taken the worry and second guessing out of managing our nest egg. We're very happy with the services they have provided"
-Patricia J., Parkwoods Client
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Start Planning From a Place of Clarity
Download Life Beyond the Numbers and take the first step towards a retirement that reflects what matters most to both of you
Free download. No obligation.
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.
Parkwoods Wealth Partners (Parkwoods) is a SEC registered investment advisor. Registration of an Investment Advisor does not imply any level of skill or training. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed, or implied, as to accuracy, completeness, or results obtained from any information on this presentation. All investments involve risk.
The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user.
Testimonials provided by current clients as of the time the testimonials were provided. Clients are not compensated for providing testimonials. The testimonials appearing on this page are not representative of all client opinions of Parkwoods Wealth Partners. Client experiences can vary from the experiences reflected herein. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome.
Parkwoods only transacts business in states where it is properly registered or excluded or exempted from registration requirements. It does not provide tax, legal, or accounting advice. The information contained in this presentation does not consider your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions.