Family Retreats With a Purpose Planner

Plan unforgettable getaways that are both exciting AND meaningful by interspersing 3 Dimensional Wealth moments into your itinerary.

How to Use the Family Retreats With a Purpose Planner Read This First

  1. Follow the notes at the top of each screen to complete each step, then hit "Next."
  2. You'll have a chance to review your entries and make any changes before you print/save your final version.
  3. Want to see an example of a completed Retreat Planner? Click here.
  4. Ready? Click "Next" to begin!
Family Retreats With a Purpose Planner
Step 1: THE LOGISTICS
Start by outlining the framework for your family retreat.
(Immediate/extended family, close friends, etc.)
Step 2: THE 3 DIMENSIONAL WEALTH POSSIBILITIES
Next, consider the opportunities for infusing Authentic Wealth moments into the fun of your getaway.
Step 3: YOUR 3 DIMENSIONAL WEALTH PLANS
This is when you get a little more specific, deciding WHEN you'll hold the Authentic Wealth moments you listed in the previous step, and WHO lead each activity.
(Which day, what time of day, etc.)
Step 4: TIME-BLOCK IT
Here's where you'll time-block your retreat. To help you get started, we've copied your notes from Steps 1, 2, and 3 for reference. From there, you can plan your itinerary by scrolling to each day, and start by checking the relevant boxes at the top to indicate which Dimension(s) you'll be focusing on that day. (Gold = Foundational Dimension. Maroon = Intellectual Dimension. Green = Financial Dimension.) Then type in the activities and discussions you want to experience in each day's time-block. When done, click "Next" to review everything you've entered.
PICTURE IT
Every family dynamic is unique—make your retreat work for YOU! Check out these examples of 3 purpose-filled approaches to the same getaway.
View example retreat schedules
(P.S. If you'd like to use some of the tools mentioned in the examples, you can find them in the 3 Dimensional Wealth Toolbox -- available to all 3 Dimensional Wealth Community members. Not a member yet? Click here to join!)
WHERE / WHEN / WHO / WHAT
Where:
When:
Who:
Ages:
What:

Dimensions Selected

WHEN / WHO LEADS
When to focus:
Who leads:
Step 5: REVIEW YOUR RETREAT PLAN
Review your completed retreat plan below. See any changes you want to make? Just hop back to that section (by clicking "Previous" or clicking on the relevant step in the progress bar above). Then make your changes, and click "Next" to return to this page to review.
Retreat Logistics
WHERE are we going?

WHEN are we going?

WHO is going?

WHAT age ranges do we need to accommodate during activities/discussions?

3 Dimensional Wealth Focus
WHICH Dimension(s) do we want to strengthen during our getaway?
WHAT activities/discussions can we include to strengthen the above Dimension(s)? Which 3 Dimensional Wealth tools to do we want to use during our retreat? (Click here to access the Tools-At-A-Glance list for reference.)

WHEN will we focus on each Dimension(s)?

WHO will lead each activity?

Your Time-Blocked Itinerary

Next Steps

  • Click to download your completed Retreat Planner.
  • Printing tip: In your printer settings, make sure your orientation is set to "Portrait."
  • Feel free to use your completed tool as your final planning document, or transfer your completed itinerary to your favorite calendaring platform.
  • Build anticipation by sharing the itinerary with your family, and be sure to coordinate with anyone you've assigned to lead activities so they have plenty of time to prepare.
  • See the Level Up suggestions below (also on last page of your PDF) for ways to build on your family's Value & Vision Statement in all 3 Dimensions of Authentic Wealth.

Level Up

LEARN MORE

Get ideas for your next retreat by seeing how different members of the extended Andrew family approached their own Family Retreats With a Purpose — read "Get Away to Come Together" in "3 Dimensional Wealth Living" magazine

Read "Get Away to Come Together"

Read "Get Away to Come Together"

Wondering where to head next? Consider these 3 destinations for your next long-weekend getaway, complete with ideas for values-based activities to make them Family Retreats With a Purpose — read "3 Destinations to Bust Those Winter Blues" in "3 Dimensional Wealth Living" magazine

Read "3 Destinations to Bust Those Winter Blues"

Read "3 Destinations to Bust Those Winter Blues"

PERSONALIZE IT

Explore the 3 Dimensional Wealth Toolbox Checklist to find the tools you want to share with your family on your next Family Retreat With a Purpose

Access the Toolbox Checklist

Access the Toolbox Checklist

TAKE ACTION

Get the 36-episode Legacy Masters course to watch Doug Andrew teach you step-by-step how to plan your own family retreats

Get Legacy Masters

Get Legacy Masters