Create Your Life Plan

Welcome to The Life Plan. Here, you'll find a 10-step framework to walk you through the process of generating a written plan to live a life of meaning, significance, and direction, pursuant to your vision of ultimate success where you know you'll be able to look back at your life without regret.

A brief overview of a Vision Statement and its role in curating a life of purpose.

Download and save the Life Plan Workbook so that you can save your work for future sessions.

Using the Life Plan Workbook, walk through the steps to generate the Vision Statement, which will serve as a guide through the rest of The Life Plan process.

Wrapping up your Vision Statement and looking ahead to the next step.

A brief overview of Core Values, how they help you understand who you are, and how they shape your Life Plan.

Using the Core Values exercise, determine which values resonate most strongly, which will inform how your Life Plan will align with what's important to you.

Wrapping up your Core Values and looking ahead to creating your Mission Statement.

The significance of a Mission Statement, and how it embodies success and accomplishment in your life.

Through targeted exercises, craft a big-picture, personalized Mission Statement that drives forward success in your Life Plan.

Evaluate your Mission Statement, reflect on its accuracy in your life, and look ahead to The Life Plan's goal-setting framework.

Understanding and walking through the Six Circles, the foundation for a balanced, well-rounded life.

Breaking down the five levels you can be within each circle, and how to evaluate where you are so you know the steps necessary to make progress.

In order to achieve success, it's imperative to first identify what success looks like for you.

Walking through the steps for each circle that will equip you with the necessary tools to move from stuck to significance for each circle.

Reviewing one definition of success to discover yours.

Defining the Personal Circle and laying the foundation for the path to success in this realm.

Cast a vision for what success looks like in each of the three distinct areas of the Personal Circle.

Review a general path to success in the Personal Circle, while evaluating how far along you are, to set the landscape for establishing goals.

Write goals and identify which action to prioritize first, to make the most progress in moving toward success.

Review created goals and set the stage for the next circle, The Financial Circle.

Defining the Financial Circle and understanding how we relate to our finances.

Casting a vision for success in your relationship with finances.

Evaluate your current level of success in the Financial Circle, while targeting key opportunities for growth.

Set your goals that will lead to you to success in the Financial Circle, identifying the one next step that will move you toward deeper progress.

Review created goals and set the stage for the next circle, The Faith Circle.

Setting the stage for understanding your faith and how that drives your ultimate purpose.

Evaluating your current faith and finding your vision for what success looks like in your Faith Circle.

Review a suggested path to success in your Faith Circle, see what's true for you, and begin considering how to achieve your vision.

Create the steps you will take to drive you to achieve your ultimate vision in the Faith Circle in accordance with your Mission Statement.

Review created goals and set the stage for the next circle, The Faith Circle.

Understanding the importance of relationships and how they contribute to a fulfilling, meaningful life.

Thinking critically about your ultimate vision for your connections and relationships.

Evaluate a suggested path leading to success in the Relationships Circle, serving as a launchpad for you to set your own goals for your relationships.

Set the course to success, naming the specific goals that you will work on to meaningfully nurture your relationships.

Finalize your efforts to cultivate your relationships and discuss the upcoming Work Circle.

What defines our "work?" Whether you are a stay-at-home parent, lawyer, or servicemember, we labor to produce value in some manner.

Thinking deeply about your desires for work so you can order your steps to find success in your labors.

Review a sample path leading to success in your work, providing a starting point for you to find success in this circle.

Now that you've evaluated what success looks like in work, write the goals and steps you will take to make progress toward that end.

Taking one final look at our work, profession, and where we spend our efforts.

Defining fun in the context of The Life Plan and seeing how it is the focal point of a purpose-filled life.

Generating a clear vision for how you will experience joy throughout the process of pursuing your vision and mission.

Providing a general path to integrating joy into your Life Plan journey, and starting to think about what goals will lead to success in the Fun Circle.

Set the goals you will work on to find joy through your journey toward living a life of purpose and significance.

Wrapping up the course and reaffirming the importance of gratitude, contentment, and joy as you pursue success in your Life Plan journey.

Prioritizing your one next goal and ensuring you have consistent forward momentum in your Life Plan.

Discovering the resources available to you and parting next steps with your Life Plan in hand.