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What is LifePlan?

Paterson LifePlan is a facilitated journey that helps you discover your unique purpose. Along the way, you’ll gain clarity on where you are, where you want to be, and the key next steps to get there. LifePlan is a roadmap for your life.

Every one of us, at one time or another, asks deep, foundational questions about identity, vocation and purpose:

Who am I? What am I called to do? What are the right next steps to get there?

Many of us try to answer those questions with personality assessments, skills inventories, and conversations with close friends and mentors. Those can be helpful starting points, but the biggest questions of life deserve an intentional, integrated process led by a master Guide.

LifePlan does just that, leveraging the power of the Paterson Process for your life. Together with your Guide, you’ll begin by discovering where you truly are and what brought you here, then move to create a visionary future that is rooted in truth and clarity about where you want to go. Finally, you’ll create an action plan with tangible next steps, designed to help you make your greatest impact.

Over the course of the 2-day process, your Guide will use powerful questions and accessible tools to masterfully surface insights, create clarity, and ultimately guide you to breakthrough.

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2-Day Live Facilitation

Our flagship LifePlan experience is a 2-day facilitator-guided deep dive into all of your life (personal, family, vocation, and community). We use proven tools and questions to lead you to clear perspective, the discovery of truth, and then create a plan and map to move towards your desired future vision.

LifePlan will help you to:

Gain powerful insights from the themes and patterns of your life story

Discover your unique talents and how they connect with your heart

Understand what drives you and where you do your best work

Prioritize your time and energy into each of the domains of your life: personal, family, vocation, and community

Focus on what is most important in your life and move forward with confidence

Free Tool

Discover where you make your greatest contribution with our free Thinking Wavelength tool. This core Paterson Process tool is used in both LifePlan and StratOp. Experience the power of the tool for yourself by trying this version from our LifePlan OnDemand offering.

“LifePlan gave me the clarity, language and confidence I needed to step out and

advocate for myself. LifePlan changed my life.”

- Jen Oxford

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LifePlan Clients

“I did a LifePlan many years ago. I can’t recommend the Paterson process enough. It is an incredibly clarifying and telling experience for anyone at a crossroads or just looking for more purpose and meaning in their daily life.”


“I divide my professional life into halves; before LifePlan and after. While I was ambitious before, I was distracted and lacked focus. LifePlan helped take my shot-gun life and turn it into a laser. I’m more focused and on task than before. And grateful.”


Additional LifePlan Offerings

LifePlan for Couples

A 3-day facilitated process to develop a unified plan for you and your spouse that aligns and affirms your individual uniqueness.

LifePlan within Organizations

Contact us to learn more about how LifePlans can benefit your valued employees within your organization.

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We believe in

The power of a great question

We are honored to come alongside you in your LifePlan journey; nothing matters more to us than guiding you to make your greatest contribution in life. The experience is an investment of time, effort, and resources, and is crafted to pay dividends throughout the rest of your life. Our pricing for the 2-day experience is comparable to the rates of executive coaches and expert consultants – the LifePlan process is not cheap, nor wildly expensive. Since we do not want price to be a potential barrier to serving and guiding you, we do have some pricing flexibility. Our goal is to create an amazing return on your investment by guiding you to make a greater impact in all of your life.

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We have an amazing tribe of Guides who have been through our premium training and certification experience in order to ensure that they can guide you with excellence. Once we hear from you, we will connect you with one of our Guides who will speak with you by phone to learn more of your story and determine the best path forward. We continually engage with our Guides to ensure their work is of the highest quality. We are deliberate in matching the right Guide with each client to create the greatest leverage of your time and investment into LifePlan. Sometimes the Guide is in the same geographic area as you, but not always; fit is more important to us than location.

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All of our offerings can help you to craft a plan for your life that activates your life purpose and moves you toward your life vision. Our recommendation is always for our customized 2-day experience (3-days for Couples) facilitated in person with one of our Paterson Guides. There’s nothing quite like setting aside dedicated time to strategically pause from life to discover what’s truly unique about you and to put a plan in place for moving forward. If the full LifePlan experience is beyond your needs and/or means for now, our LifePlan Retreats & Events, along with our self-guided LifePlan OnDemand option, are purposefully crafted to help you to discover your unique creative purpose. All of our LifePlan expressions are designed to guide you towards increasing levels of clarity around your identity, purpose, and impact.

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The unique approach of the Paterson LifePlan process is the attention we devote to getting perspective. All too often, the temptation in other life planning efforts is to move straight to planning. In the Paterson process, we spend up to 70% of our time getting clear perspective across every area of your life – your backstory, your current reality, your talents, your heart, and your thinking – and across every domain of your life – personal, family, vocation, and community.  Only when you have clear perspective do we move to planning.  At that point, your LifePlan almost writes itself. However, we don’t just guide others; all of our Paterson LifePlan Guides have themselves gone through the process and are living out their own LifePlan; we only guide others on a journey that we ourselves are on.

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Learn more about how LifePlan can help you discover your purpose.

We love coming alongside people making their greatest contribution, and we're excited to talk to you. Our calls are a lot like our work — curious and creative conversations to explore where you’re at and where you want to go. Based on the perspective we glean together, we’ll talk about what next steps might serve you best.

Get the FREE Thinking Wavelength Tool.

This core Paterson Process tool is used in both LifePlan and StratOp. Experience the power of the tool for yourself by trying this version from our LifePlan OnDemand offering.