The LifePlan™
You've built a successful life. So why does it feel like something's missing?
LifePlan is a two-day, one-on-one process that helps you get clear on who you are, what you're built for, and what comes next — so you can live the life you were designed to live.
LifePlan might be the right fit if…
If more than one of these lands a little too close to home, it's worth a conversation.
You're achieving, but something feels off — and you can't quite name it.
You keep asking why what you're doing drains you more than it
energizes you.
You're thinking about a change, but have no idea what to change.
You've tried to articulate your life's purpose and come up empty.
You feel out of balance, and the usual fixes aren't working.
You're not sure if what got you here is enough to get you where you
want to go.
What is Lifeplan™?
Over two full days, Jay facilitates a structured discovery process built on the Paterson methodology: one facilitator, one participant, one hundred percent focused.
No group sessions. No workbooks to complete alone at home. No generic frameworks applied to your situation — just a guided process for understanding your story, your design, and what a meaningful next chapter actually looks like.
It produces a plan: a documented, structured playbook that captures everything from your life story to your purpose, values, and a concrete path forward. Most people leave saying they've never had a conversation that honest about themselves.
How Lifeplan™ Works?
Perspective comes first — because once you can see clearly, the plan almost writes itself.
01
Perspective
The whole first day lives here. You examine your life's story, the patterns that shaped you, your talents and passions, and where you actually stand today.
02
Planning
With full perspective established, you build a concrete action plan across what matters most — personal, family, vocation, community. Real steps, not aspirational bullet points.
03
Management
You leave with a rhythm for assessing how you're living out your plan — so it doesn't sit in a folder and gather dust.
04
Renewal
The annual practice of asking "What must change?" — a built-in cadence to revisit, refine, and keep the plan current as your life evolves.
"If you gain the proper perspective, the plan almost writes itself."
Tom Paterson · Creator of the Paterson Process
What you walk away with
A playbook for your life — not a binder that gathers dust.
1:1
Every minute of the two days is focused on you.
Digital Playbook
Your whole LifePlan™, distilled for quick reference.
One-on-one facilitation
100% of the time is focused on you — never a group.
Perspective-first
Your story before your plan — always in that order.
A digital playbook
Documented and updated as your plan evolves.
LifePlan on a Page
The whole thing distilled to one quick-reference sheet.
Built-in annual renewal
A cadence to revisit and refine as life changes.
Who is LifePlan for?
Built for leaders at a crossroads.
It's a fit if you're a mid-market CEO, founder, or senior executive — and any of these are true:
- Your work has cost you something at home, and you're not sure how to recalibrate.
- You're approaching an exit and wondering who you'll be on the other side of it.
- You're at a crossroads - career, role, company - and need clarity before you decide.
- You've built something significant and feel less certain than ever about what you actually want.
- You've never had two days to think about your life without someone else's agenda in the room.
What Clients Say
My husband has been working with Jay for the past 6 months. The confidence and excitement I see in him has been transformational. Jay has a special gift to coach individuals both personally and professionally, balancing out their life goals!
I have worked with Jay for over seven years and leveraged his capabilities in three different ways within two different companies. My first experience was benefiting from his extensive sales and marketing expertise. Second as a coach both personally and then also with/for peers. Thirdly the StratOp process is hands down the best holistic strategic and tactical planning and execution tool I have ever experienced in my 33+ years of work across nine different employers including Herman Miller, Prince/JCI, Haworth, and John Deere just to name a few. Do yourself and your company a favor and at least just have a conversation with Jay – you will be blessed.
There are some things that words can not express, and my appreciation and admiration for what Jay does for people is one of those. He has been instrumental in repeatedly helping me see a path forward when I was unable to see it. He is that person of integrity that everyone wishes they had, someone who can breath honest, fresh and sometimes very needed feedback that helps you move forward. From working with fortune 500 companies down to single individuals or small teams, Jay has a way of helping people get to where they want to go and lay out a plan that everyone can get on board with. If you are considering bringing Jay into your conversation, team or strategic planning process, you simply won’t have any room for disappointment unless you fail to follow his advice. I can’t recommend Jay enough.
Jay brings a wealth of wisdom and leadership principles. As a CEO, Jay gave me a set of tools that I can use in multiple situations to help with decision making and leadership. Would definitely recommend!
Jay works with you to truly understand your business, your style of leadership, and your company culture to help maximize your potential.
Based upon my past experience, developing a business strategy is only the first step. Implementation is an ongoing journey. Jay continues to hold you accountable going forward. This is the area where we failed in the past. He is part of our management team!
Jay has been incredible in helping me to grow both in my business and personal life, he is a true blessing.
I have enjoyed working with Jay over the past couple years. With his experience and expertise, he has been able to help is in several areas of our business. We look forward to continuing to work with him in the years to come.
Jay is a true professional who was able to lead my executive team in the Strat Op process effectively and successfully. I highly recommend Jay for any business/organization that needs a “guide” to help them for a season or a specific need. Thanks Jay!
Jay has been instrumental in guiding our leadership team, and our business, through the process of identifying who we are organizationally and what it will take to achieve sustainable revenue growth moving forward. He built instant rapport with all of us right from the beginning and truly cares about the future success of our business. Jay delivers a wealth of knowledge, credibility and discipline to our business planning process. Please reach out directly to me if you would like to learn more about our very positive experience with Jay Hidalgo.
Ready to figure out what comes next?
Most people's only regret is waiting so long.
If something on this page resonated, that's usually worth paying attention to. Let's find a time to talk — no pressure, just a real conversation about what's next.