The best time to start planning is whenever you're ready! Whether you're kicking off the new year or just looking for a fresh start, taking a little time to get organized as a couple can make 2025 a year of less stress and more connection. The key is to tackle this together as a team and turn planning into something fun rather than just another task on your to-do list.

Why Planning as a Couple Matters

Life moves fast, and without a plan, it’s easy to fall into survival mode – reacting instead of being intentional. When you and your partner align on goals, schedules, and responsibilities, you create more space for what truly matters: time together, personal growth, and a smoothly running home. Plus, getting on the same page early can prevent last-minute expenses and unnecessary stress down the road.

How to Set Up Your Planning Session

Make this a time you actually look forward to! Pick a day when you’re both relaxed, free of distractions (including kids, if possible), and in a comfortable setting. Order your favorite takeout, head to your go-to coffee shop, or set up a cozy corner at home with snacks and drinks. Grab a shared document, notebook, or your Coexist app to capture everything in one place.

Questions to Ask Each Other

A solid plan starts with the right conversations. Use these prompts to guide your discussion:

• Are there any major milestones ahead (e.g. buying a home, a career move, or growing our family)? How can we support each other?

• What key dates should be locked in now? Birthdays, family visits, work travel, or vacations?

• Where do we stand with savings, debt, and upcoming expenses? Are there any financial goals for the year?

• What worked well last year? Where did things feel overwhelming? How can we make daily life smoother?

Turn Plans into Action

Great ideas are only helpful if they turn into action. Assign clear next steps and use the Coexist app to track who’s in charge of what. Set reminders, list out goals, and make sure household tasks are fairly distributed (whatever that means to you!). Small, consistent efforts will keep you both on track.

Keep the Momentum Going

One session isn’t enough – life changes quickly, and so should your plans. Schedule weekly, monthly or quarterly check-ins to adjust, celebrate wins, and make sure you’re still aligned. Think of these as friendly team huddles rather than high-stakes meetings.

Use Tools to Stay Organized

Apps like Coexist take the mental load off by keeping everything in one place: calendars, to-do lists, recipes & meal plans, reminders, and more. The less you have to juggle in your head, the more energy you have for what matters.

Start now, make it fun, and set yourself up for a year of more ease, connection, and teamwork!