You may ask how I have come to learn so much about life planning myself and I can tell you that I have been living my formal life plan since I created my first one back in 2008. The S&L crisis had hit. I owned two homes in Washington state. I lost all my income while traveling globally providing leadership training and coaching to corporate executives as a contractor for a company. I was frustrated and scared. I had no idea what to do. 

One day during a conversation with my mentor Kathy, she suggested trying an exercise called The Three Questions. At first, they seemed rather simple. First came the task of imagining I had all the money I needed to do anything I wanted. It is a chance to dream big, pull out all the stops, and draw on my skills as an actor on stage believing I could be anything I wanted, do whatever I pleased, and have whatever came to mind. It was a fun and exhilarating experience. I did not hold back and abandoned resistance. 

Then I had to consider what I would do should I discover that I only had a short time left to live. What will I do with the time I have remaining? It was a sobering thought. At first, I tried to fit everything into the time I had left. It was during this activity that my values and burning desires took shape and reminded me of just how committed I was to going after things that held my attention and how I would let go of what I did not feel as strongly about. 

Then came the kicker question: What would I do if this were my last day? What would I miss? Who did I not get to be? What did I have to let go of doing? These are not questions we think about because the idea of death is one we rarely allow ourselves to dwell upon. That is unless you had a belief system that supported that type of thinking. It was a sobering activity and a powerful one to help me set priorities in a way I hadn’t considered.

Next, we looked at another activity called the Heart’s Core. It is one of the activities I used today to help clients get in touch with what is core to them about what they dream about, some of which they cannot imagine could come true. That was me then!

As we went through the activity I discovered a different way of thinking about my dreams as they pertained to the three questions. There was an order to identify, people I determined would possibly be involved, and where my dream could take me. It was a system of thinking in a certain way that made my dreams actually look possible rather than not possible at all. Something about being in the form of a grid helped me organize my thoughts and see how I could use the concept of patterns to see how one thing was linked to another.

Since 2008, I’ve updated my life plan twice. Once when I began my training to learn about Life Planning. A second time when I started my mentorship program to solidify the process of supporting others. Now I revisit my life plan once at the start of each year. Guess what? With few alterations, I’ve been living my life plan to the point of honing it rather than totally retooling it. Each year it gets clearer and very real. 

In fact, Triple Axel Executive Coaching exists because of my first stab at life planning sixteen years ago. My company is slowly expanding to include my passions in a conglomerate that is taking shape. I now live in New York where I dreamed of moving some day. I live in a wonderful place that I once thought would only be a pipe dream. I have a financial planner that I did not have before I started. I also became a public speaker, and a published author and have taught all over the world. I even learned more about a business that resulted in me earning my MBA.

Join us as we wrap up this series with Proven Results and why I say Don’t Go It Alone.