Start with a conversation.
Share a little of your story. We’ll explore what you’re hoping for and whether LifePlan is a good fit.
YOUR STORY. YOUR DESIGN. YOUR WAY FORWARD.
Two Days.
The Rest of
Your Life.
Discover who you are, what matters most,
and where you’re going.
A free introductory call with Jim Applegate.
GET A FEEL FOR LIFEPLAN
A clearer picture of what’s possible.3 MINUTES
Take a moment to hear the story behind the experience.
Watch on Vimeo ↗WHY LIFEPLAN
Your life.
Your experiences.
Your gifts.
Your desires.
Your future.
Maybe you’re facing a transition. Maybe the opportunities keep multiplying. Or maybe life looks good from the outside, but something still feels out of alignment.
A Paterson LifePlan is a personalized, guided two-day experience. Together, we look at your story, uncover the patterns that make you uniquely you, and create a clear path forward.
Bring your whole life to the conversation—your work, relationships, values, and the things that matter most.
THE STORY BEHIND LIFEPLAN
From bringing clarity
to organizations,
to bringing it
to individuals.
Peter Drucker and Tom Paterson helped organizations bring clarity and alignment to their work. That same desire for clear direction led to a more personal question.
As Tom told the story, someone asked whether the clarity he brought to a company could also be brought to an individual’s life.
Paterson LifePlan grew from that invitation. It brings a structured process of discovery and planning to your whole life—helping you understand who you are, what matters most, and how to move forward.
Explore the Paterson approach →HOW IT WORKS
Space to reflect.
Clarity to move forward.
Set aside two days.
With thoughtful preparation and a guided retreat, discover your unique design and identify your next steps.
Live with direction.
Leave with a plan you can use, tools you can return to, and follow-up conversations to support your next steps.
MEET YOUR GUIDE
Hi, I’m Jim.
Jim Applegate
Certified Paterson LifePlan Guide
As a certified Paterson LifePlan guide, I use Paterson’s patented, proven tools to help you understand your unique design and create a clear path forward.
Our two days together follow the Paterson process. Through guided reflection and practical tools, we’ll explore your story, clarify what matters most, and turn those insights into meaningful next steps.
My role is to guide you through that discovery with care, thoughtful questions, and space to reflect. The tools provide the structure; your life and purpose shape the plan.
I live in the San Francisco Bay Area with my wife, Heather. We have five adult children.
Let’s get to know each otherSTORIES OF CLARITY
A clearer view changes things.
“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.”
“The LifePlan process not only gave me the clarity I needed, but it also provided me with the courage to make a necessary career shift in my 50’s.”
A FEW PRACTICAL DETAILS
Before we talk.
What is the investment?
The two-day retreat and lifetime use of the proprietary tools typically represent a $6,000 commitment. Scholarships are available. We can talk through the details during your introductory call.
Do I need to be at a crossroads?
No. You might be navigating change, choosing between opportunities, or simply wanting more focus and fulfillment. Our first conversation helps us explore whether the experience fits your season.
Can I gift a LifePlan to someone else?
Yes. Individuals can offer full or partial scholarships, and businesses and churches can offer LifePlan as a benefit to their team members. Let’s talk about what you have in mind.
Where can I learn about the approach?
Explore the Paterson approach, or bring your questions to a free introductory conversation.
YOUR NEXT CHAPTER STARTS WITH A CONVERSATION.
What could clarity
make possible for you?
Schedule a conversation No pressure. Just a chance to explore.