Life Plan

Too many people unintentionally drift through life, so we guide people to discover a plan for their life that leads to breakthrough insight, intentional purpose, meaning and direction.

Signs you need a Life Plan


You want to live a life of purpose & significance

You lack clarity on long-term vocational direction

You have success in some life domains at the expense of others

You sense you want to make a big change but want confirmation

Why Life Plan is the better life plan approach

One-on-one facilitation

Utilizing an objective and outside facilitator to guide you through a proven and powerful process leads to a greater level of truth, breakthrough and perspective as compared to completing exercises on your own.

Grounded in your reality

Too many life planning processes either fully disregard or downplay our past.  Life Plan’s deep dive into your past will discover the truth of your reality, while uncovering the nuggets of truth about your past that will make your future better.

Holistic System

The 20 exercises you are facilitated through during Life Plan gains clarity on who you are (perspective), your purpose (mission), long-term direction (vision), and then makes it clear what you need to do with your life (strategy).


The Life Plan exercise has been clarifying and life-altering for me. Through intense introspection, guided skillfully by Traci to deeply understand my defining moments, talents, motivations, desires and more, I came to see and articulate a better path forward. It was a journey full of surprises – after all, as a smart, experience person, I thought I knew who I was. And yet, a mind has ways in getting stuck on things that perhaps are not most important or fulfilling in the long run. Most importantly – I have used my Life Plan to make tangible decisions to change the course of my relationships, my life pursuits and career goals, without living in fear of risks which, upon deeper analysis, have turned out to be manageable. I have derived clarity, courage and peace from this experience, and I would sincerely recommend it for everyone who seeks to live their life to the fullest.

– A.G. Partner Group Program Manager, Microsoft



Working with Traci on the Life Plan was an investment in myself that I will always cherish and often reference as I continue down my path of personal development.

Traci is a very powerful coach; with her special recipe of patience, intuition and genuine interest in my quest to live my best life, she led me to finally take the steps I had been wanting to make.  Traci is one of kind and a pro!

– Matty May, Vice President, ViacomCBS


How do you know where you are going in your company if you don’t know what the end goal of your life is? It’s great to have a mission and vision for your team and business, but it’s exponentially more impactful when you wake up every morning knowing you have personal purpose in all you do – at home and in the office. Know yourself, know your reason for being, and then go, infuse that into all you do. You’ll be glad you did and more content and engaged.

– Dusty Gulleson, CEO, eResources

Your Life Plan Journey

Life Plan is a facilitated two-day process that helps you discover your unique purpose and plan to make the greatest impact in life. Your Life Plan facilitator will guide you through over twenty different exercises to gain clarity on where you are, where you want to be, and the key next steps to get there. Life Plan is a roadmap and master plan for your life.

Discovery Call

60 Minute Meeting


In an initial no-obligation call we want to hear your story and what is leading you to consider discovering your life plan. This call will allow you to get to know us, answer any questions. you may have, and determine if the Life Plan process is right for you at this time.

Life Plan Pre-Work

2 Weeks Prior to the LifePlan Workshop


We will send you a short pre-work questionnaire to complete prior to the two day Life Plan workshop.

Life Plan Workshop

2 Day One on One


As skilled and objective facilitators, we will lead you through a powerful and proven process. The Life Plan process leads to significant insight and breakthrough into your past, present and future. We capture all key insights and learnings on flip charts as the plan cumulatively builds over the two days. We will turn your flip charts into a digital playbook that you can interact with long after your workshop is completed.

Life Plan Blog

Do You Have A Vision For Your Life?

We often think of life as linear, with fixed mile markers setting our pace for the long run: Get your degree. Land the job. Find a partner. Grow your family. Build the career. Maybe even complete an IronMan or two in between. Then, over time, your relationships flex, the kids move out, and your business […]

Should Leaders Shut Down Political Conversations in the Workplace?

It’s the eve of an election in the midst of a global pandemic. My guess is that when it comes to serving up hot topics, this year your workplace is giving the Thanksgiving table an early run for its money. More company leaders are being prompted to speak up and respond to the shifting dynamics […]

How Do You Keep Your Team Together When the World is On Fire?

It’s undeniable how hot things are in our country with an ongoing global pandemic playing out in the backdrop of our fractured States of America. It’s likely your team is feeling the heat, and before you even realize it, anger and fear trumps you and your team’s own knowing of how to show up and […]

The Importance of Self-Awareness in Leadership

You’ve likely experienced being on a team with a leader that lacks self-awareness. They’re the type that have a difficult time recognizing how their emotions, words and behaviors affect other people. They tend to have difficulty engaging the hearts and minds of those around them. They also usually have a hard time empathizing with others, […]

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