Please use the “Forgot your password?” option here: https://playbooks.patersoncenter.com/login

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There are three levels of access to a Playbook. “Manage” allows you to add users to your Playbook in addition to edit and view. “Edit” allows you to make changes

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Your online Playbook is designed to be viewed online. However, if you would like a printed version, please use your browsers print functionality (e.g. File-Print) to print your Playbook or

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Please see this handy guide: online playbook shortcuts.

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If we have missed an important question that is not addressed on this page, please reach out to us at [email protected]. And hey, if it’s a great question, we’ll even

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This might be the most common question we get, and for good reason! It makes sense, right — If I’m going to invest in this work, how will I make

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Beyond the first phase of completing your LifePlan, we encourage you to explore our website, watch our Heritage Video, listen to our Podcast, speak with anyone you know who has

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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 is to move straight to planning. In the Paterson process, which

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We will connect you with one of our team of Guides who will speak with you by phone to learn more of your story and determine the best path forward.

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