In June 2015, my life was profoundly changed by a loss that stripped away my 30-year career, my income, and most devastatingly, my identity. The fallout plunged me into a dark season that took considerable time and effort to recover from. Looking back, I would have greatly benefited from having a strategic planning context that would guide me through the chaos.
Today, I have the opportunity to use what I learned to help others be more strategic in their lives. This personal journey has shaped my deep-rooted purpose (the “why”) behind what I do today: to be the partner I wish I’d had when I faced my business transition. I work with business owners who are planning their exit, applying the same principles of strategic planning and execution that are prevalent in the business world to their personal lives.
Crafting a personal strategic plan is similar to creating a business strategy. It involves getting clarity on purpose, setting clear goals, defining actionable steps, and continually assessing and adjusting the plan to ensure success. As a business owner, one thing you must realize is that everybody has a transition in business. The question is not WILL you transition. The question is HOW will you transition? And more importantly, will you be prepared when that transition unfolds? As you are planning your transition, there are some key questions you need to be asking yourself.
Here is a sample of those questions:
● What legacy do I want to build, and how am I actively working towards it?
● Have I defined clear goals for life post-exit, and are those goals aligned with my core
values and long-term vision?
● How often am I assessing and adjusting my personal strategic plan?
The outcome of this work is the transformation that occurs when you choose to live your life by design rather than by default. This intentional approach leads to a more fulfilling present and significantly reduces future regrets. My clients find themselves better prepared for the challenges of major life transitions, more at peace with their decisions, and more confident in achieving the kind of life they feel called to live. By helping business owners create and execute their personal strategic plans, I empower them to take control of their lives and build a legacy they can be proud of.
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