We’ve all been there—standing in the middle of a big life transition, wondering, “Now what?”
Whether it’s a career change, an empty nest, or a brand-new season, having a Life Plan gives you the clarity and direction you need to move forward with confidence.
Here are 5 steps to get started:
1. Know Your Roles
Identify all the roles you play—parent, leader, friend, volunteer—not just your job title. Understanding these helps you adapt when life changes.
2. Know What You Stand For
Define your mission and values. They act as a filter for decisions, keeping you focused on what matters most.
3. Define Your Future in a Balanced Way
Look at every area of life—Body, Mind, Spirit, Family, Work, and more. Dream big and set goals in each.
4. Review and Adjust Regularly
Life changes. Check in on your plan every quarter and adjust when your priorities shift.
5. Make It Visual—and Fun
Turn your plan into something you can see—vision boards, journals, or even sticky notes—to keep your goals alive.
📖 Read the full blog here for stories, examples, and action steps for each stage:
👉 Click here to read the full blog post
💭 Note to Self: What I’m Learning
When I participated in the very first Full Focus Retreat—and I learned so much. The LifePlan Kit cards helped me make decisions (something that can be tricky for an Enneagram 9!). I realized I’d been focusing on certain parts of my life but not all of them. The process opened my eyes to the importance of looking at every domain, not just one or two.
I’ll be honest—I struggled to do it quickly. That’s why I’m hosting a 6-week cohort—so you can go through the LifePlan Kit at a steady, thoughtful pace. I want you to know you can dream big and focus clearly enough to get where you want to go. Want to learn more about the 6-week cohort? If you sign up for the cohort, you can attend the workshop below for free. See below.
🔧 Try This:
Set a 10-minute timer and do a “micro-clean” in one small area—like your desk or a kitchen counter. You’ll be amazed at how quickly a space can go from chaotic to calm, and it gives you an instant win for the day.
Workshop Upcoming:
Join me live for:
Identity & Vision: Crafting Your 5-Year Roadmap
📅 Monday, August 19 at 7 PM CT
💸 Just $49 — or only $24.50 if you register by August 17
🎟️ Use coupon code WG50off to save 50%
In this powerful workshop, we’ll walk through:
✔️ How to use the Working Genius to plan with your energy—not against it
✔️ A guided process to define your core identity and values
✔️ Tools to create a clear and flexible 5-year vision
✔️ A life planning framework that covers all areas of life—not just work
✔️ How to turn that vision into a roadmap that feels motivating, not overwhelming
This is for you if you’re feeling stuck, scattered, or just ready for something more purposeful. You’ll leave with a fresh sense of direction, practical tools, and a new way to approach planning that’s actually aligned with who you are.
💬 Want to go even deeper?
Join the 6-week Future Focused Cohort, starting September 2. Inside, we’ll:
✨ Use the Life Focus Kit to bring clarity across every area of life
✨ Build your personal 10-year vision and reverse-engineer a sustainable plan
✨ Align your goals with your Genius and natural energy patterns
✨ Create rhythms that work in real life—not just on paper
🎁 Bonus: The August 19 workshop is FREE when you join the cohort!
💸 Use code Cohorts25 to get 25% off—just $244 for the full 6-week experience.
This is the work that helped me stop calling myself lazy—
and start living with clarity, rhythm, and purpose.
Let’s plan from purpose—not pressure.
—Terrie 💛
PS. P.S.S. Here’s the link to the LifePlan Kit I recommended. You can use it on your own or join our cohort and go through it with us: [Affiliate Link]
