Annual Rich Life Audit

A comprehensive end-of-year review process focused on reflecting on the past year and planning for the future, combining both structured and intuitive approaches.

Review Structure

• Takes place over several days in December
• No rush, allows for organic conversations
• Combines structured documentation with intuitive discussions
• Calendar scheduled with links to previous year's documents

Key Components

1. Photo Review

   • Look through year's photos (10-20 selected)
   • Text memorable photos to each other
   • Identify most significant moments (both good and bad)
   • Discuss travel, family events, and memorable experiences

2. Future Planning Exercise

   • "What if next year was incredibly..."
     • Generous
     • Adventurous
     • Luxurious
     • Relaxed
     • Social

3. Reflection Questions

   • What did we love this year?
   • What do we want to do more of?
   • What didn't we like?
   • What should we do less of?

Financial Review

• Review salary decisions
• Analyze business distributions
  • Quarterly distribution planning
  • Percentage allocations
  • Distribution documentation review
• Evaluate recurring commitments
  • Careful consideration before adding new recurring expenses
  • Focus on maintaining or improving lifestyle standards
  • Ensure financial stability before major lifestyle upgrades

Setting

• Preferably done while traveling or in a different environment
• Aims for expansive, beautiful surroundings when possible
• Casual setting (e.g., sitting on couch, relaxed environment)
• Focus on creating space for meaningful conversation