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. 


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

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 twenty tools 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.

Create A Life Mission Statement


Look at Past Patterns to Change the Future


Articulate Your Unique Talents


Understand How You are Uniquely Wired


Outline what Refuels & Re-energizes You


Articulate Your Core Values


Define Your Support System


Create Your Life Vision


Outline Your Most Important Life Goals


Create a Plan for the Next Year

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 […]

Why you need a Paterson LifePlan

We all end up somewhere in life, but few people live a life of true meaning and purpose, because we never take time out to truly plan out our lives. Compare how much time you spend planning your vacations, car buying, even weekly grocery shopping compared with how much time you have spent intentionally planning […]

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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