N.E.X.T. Framework™  ·  N — Needs

Lifestyle Priorities Worksheet

Understanding what matters most before you plan your next chapter.

Before exploring housing options or making any big decisions, it helps to get clear on what you truly value in your daily life. Take a few quiet minutes with this worksheet — there are no right or wrong answers, only yours.

Part 1 — Your Daily Life
1
What does a great day look like for you?

Think about morning routines, activities, people, and moments that bring you joy.

2
What activities are most important to you right now?

Hobbies, social connections, exercise, spiritual life, creative pursuits — what fills you up?

3
Where do you most love to spend your time?

At home, outdoors, with community, near family, at local spots you love?

Part 2 — Looking Ahead
4
What concerns do you have about the future?

Be honest — naming a worry is the first step to addressing it.

5
What would make life easier over the next 5–10 years?

Think about your home, health, routines, support systems, and relationships.

6
What does independence mean to you?

Describe what being independent looks, feels, and means in your everyday life.

7
What would you hope your next chapter looks like?

Dream a little — what would feel ideal? Don't filter yourself here.

My Top 3 Lifestyle Priorities

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Ready to explore your next chapter?

This worksheet is part of The Savvy Granddaughter™ Next Chapter Planning Workbook.
Connect with Megan for a free, no-pressure conversation about your options.

📞  Call Megan — 360-609-8668

© The Savvy Granddaughter™  ·  Megan Anderson  ·  www.thesavvygranddaughter.com