Most leaders have a strategy for their business. But when it comes to their life? They’re winging it.
We meet a lot of people at crossroads—folks who are asking the bigger questions:
- “What’s next?”
- “What am I really doing this for?”
- “Am I living intentionally, or just reacting?”
That’s why we guide leaders through the Paterson LifePlan process.
It’s not coaching. It’s not therapy. It’s a framework for designing a meaningful life with clarity of purpose and peace of mind.
Why Create a LifePlan?
We’ve walked with CEOs in burnout. Business owners who just sold. Spouses trying to make a major decision. Leaders who feel like they’ve drifted from their values.
They’re not broken. They’re just in transition.
But when someone puts language to their purpose, everything shifts. That’s where a LifePlan comes in. Here’s what you get with one.
"A LifePlan isn’t just a nice-to-have. It’s a personal strategic plan for the rest of your life."
One of our team members used her LifePlan to weigh a major career move. By revisiting her wiring, values, and long-term vision, the answer was clear. She didn’t just make the “safe” decision—she made the right one.
When you know what matters most, you stop chasing what doesn’t. We’ve seen clients prioritize fitness, faith, relationships, and rest, then cut the stuff that’s been draining them for years.
Most regrets don’t come from doing the wrong thing. They come from doing the right things… in the wrong order. A LifePlan helps you identify your personal “why”—your North Star—so you don’t waste your energy chasing things that won’t matter in five years.
Not sure if you need a LifePlan?
Start here.
The 4 Steps to Creating a LifePlan
We facilitate LifePlans using the Paterson framework, built around four distinct but connected phases. Each one is designed to give you more clarity, ownership, and alignment in your life.
1. Perspective: Where Am I Now?
You can’t move forward until you know where you’re starting from.
In this phase, we walk through:
Your life story and defining moments
Core talents, passions, and values
How you’re wired (personality, motivations, etc.)
Most people experience at least one “aha” moment in this phase. It’s powerful, reflective, and deeply affirming.
2. Planning: What’s Most Important Right Now?
You can’t move forward until you know where you’re starting from.
In this phase, we walk through:
Identify 3–5 life priorities
Clarify goals and intentions in each area
Establish rhythms of rest, work, and replenishment
Most people experience at least one “aha” moment in this phase. It’s powerful, reflective, and deeply affirming.
3. Management: How Am I Doing?
This is where strategy meets accountability. We guide you to build a rhythm of reflection, so your plan doesn’t collect dust:
Monthly or quarterly check-ins
Regular realignment with your LifePlan
Invitations to community or support structures that keep you on track
"Plans don’t self-execute.”
TOM PATERSON
4. Renewal: What Must Change?
Life isn’t static. Your LifePlan shouldn’t be either.
We teach you how to return to your plan each year—revisit, refine, and renew. This isn’t a one-and-done weekend. It’s a living framework.
You’ll walk away with:
A clear personal mission
A practical plan for living it out
A repeatable method to refresh it as your life evolves
Need Help Creating a LifePlan?
What It’s Like to Work With Us
We facilitate LifePlans in private, two-day sessions—either one-on-one or with couples/teams. The experience is guided, but not rigid. You bring your story. We bring the framework, the questions, and the space to discover.
What you can expect:
- Thoughtful facilitation from a Barzel Guide (not therapy or advice-giving)
- Clarity around what matters most
- A plan you’ll actually want to live out
Meet the People Who Help You Find Clarity
Frequently Asked Questions
Each LifePlan is a two-day facilitated experience. You’ll walk through your life story, wiring, values, vision, and goals, with structured guidance from one of our trained facilitators. It’s conversational, reflective, and highly personal.
No. LifePlan is not therapy, and it’s not ongoing coaching. It’s a one-time intensive that equips you with a framework to make decisions and live intentionally. Many clients do it in addition to working with a therapist or coach.
We work with business owners, nonprofit leaders, young professionals, retirees, and couples—anyone in transition or searching for clarity. Most are looking for purpose, focus, or direction.
Yes! We facilitate joint LifePlans for couples and business partners all the time. It’s a great way to align on vision, values, and priorities.
No. LifePlan is built on timeless principles that apply to anyone. We’re comfortable bringing faith into the process if you are, but it’s not a prerequisite.
You’ll leave with a personalized LifePlan document, clear language for your mission and values, and a simple structure to revisit it regularly. Many clients say it’s the most clarifying experience they’ve ever had.