The Life Plan – Ahead To Age 85
Where do I live? We have been blessed to spend our time only feet from the crystal blue waters
of the Pacific Ocean. Laguna Beach, CA has been our home for over 30 years and yet, memories
have been created for our whole family because of our travels around the world. Now during our
sunset years, Deb and I continue to live where the water is blue, the air is clean and the waves
sound the same as they did on our 4th date as we wiggled our toes in the ocean we would spend
the rest of our lives by.
Who am I with? She is still as beautiful as the day I first met her, my life partner, Debra. Our
meeting was such a God thing and now looking back I still stand amazed at how God gave me
such an incredible woman. And for the last 35 years, we have created the most special marriage,
the most incredible life and have turned out two amazing men.
What am I doing? We are still writing books, changing lives, and living passionately each and
every day. We are healthy, happy and more in love now than the day we met. We are drinking
in the joy of a purposeful marriage and almost daily are captivated by the 10th or 15th or 20
thousandth sunset painting the sky as one day comes to an end and another one is on the way.
What do I want? We want to be completely fulfilled, at peace with all we have done, knowing
that each day we lived with a commitment to make a difference, and add value to others - to have
played a role in impacting millions of people to a life of purpose and the purpose of life.
How do I feel? We are complete and content, and yet all the while knowing, there might be one
more life that we will be able to impact, through what we have written or said or will say. We are
healthy and fit because of the discipline choosing health.
What have my children become? Jonathan and Matthew are balanced, confident, successful
professionals; husbands, dads, and perhaps even granddads. All are believers and all live their
faith with passion. All are married, no divorces, all faithful loving husbands and dads.
When I Am Gone I Want To Be Remembered As…
 A man who made a difference, one of the most influential people of my time
 A husband who died to self and put the needs of his wife ahead of his own
 A dad who personified love, softness, character, honesty, commitment, discipline, gratitude,
and the value of having his sons know that he loved them unconditionally.
 A business professional that changed the world, one person at a time through his 20 books
and over 10,000 seminars.
 A man of God that poured his time and resources into showing people the overwhelming joy
and peace that comes from knowing Jesus as their Lord and Savior
Epitaph- Said of him: He lived his life with purpose and has no regrets
Said by him: This place is awesome – see you soon!
My Life Plan
Life Purpose:
To make a positive difference in the lives of people
Value Areas Hierarchy:
Spiritual
Deb and the boys
Health
Professional Success and Significance
Financial Security
Clarifying Vision Statement: Spiritual
My life is devoted to energizing people’s awareness of, passion for, and commitment to God
through active teaching and by sharing my faith to help and make an eternal difference in their
lives.
Mission Focus: God/Spiritual
I bring my faith into my work. I focus on teaching people the importance of living live on
purpose. I want people to realize that their life matters and that one day it will end and when it
does, they will have needed to answer the question, what’s next?
Spiritual Activities
 Read 1 book per month to develop in this area
 Commit to the discipline of time with God each day in study and in prayer.
 Pray with my boys and Debra regularly
 Engage the boys in activities at Church
 Spend ½ day a month in spiritual solitude
 Build a brand in the business world to help people become their best!
Clarifying Vision Statement: Family
I have a vital marriage that is committed to the vow “until death do us part”. I transfer my
Judeo-Christian values to my wife and my children and help them to grow in God’s love. By
example, I live out the qualities of time, love, respect and praise, building them up daily and
adding value to them consistently.
Mission Focus: Family
I have a commitment to put my family first and will demonstrate this through the proper
allocation of my time. I will spend quality time with them in the morning, will be home by 3:00
pm on non-speech days, will take Friday’s off, have regular date nights, will take 10 weeks of
vacation per year, and will spend at least 10 quality hours a week with Jon and Matt.
Family Activities
 Family meetings every Sunday night to do a check-up, coach and get and give feedback
 1-night get-away 3 times a month for Friday night massages and Laguna Beach recharge
 Ten weeks for family vacations each year:
2012/13:
Mammoth – 6 weeks
Cabo San Lucas – 1 week
New York – 4 days.
Hawaii – 1 week
Punta Mita – 1 week
 4 – weekends away with Deb, 1 each quarter
 Engage with boys consistently with their passion for surfing and go to every competition
 Church every Sunday
 1 night a week for “going out to eat”
 Golf twice a month with the boys
 Movie night at least 1 time a week with family
 Pillow Talk every day
 Complete Husband and Dad surveys monthly
Clarifying Vision Statement: Health
My life is vibrant. I focus on my body and its fine-tuning because this helps me to enjoy an
energy rich life. By preserving this “temple” which is a gift from God, I can fulfill my other
values more consistently and efficiently.
Mission Focus: Family
I have a lifestyle that supports my vision that includes maintaining a weight of 215 pounds, a
cholesterol level of less than 140, and the proper workout programs and disciplines to maintain
these outcomes. The most important thing in this area is to as best as possible is to make smart
choices to live to age 100.
Health Activities
 Walk Balboa Island at least 4 times a week with Deb
 When in Laguna, walk the hill
 Schedule 100 miles a week on bike 2 days a week
 Ride two Centuries a year
 Schedule lift three days a week for 1-hour
 Continue to evaluate nutritional coaching/food program
 Schedule Annual testing
Clarifying Vision Statement: Vocation
We are known as the most effective sales and productivity training companies in the world and
we will awaken individuals to the joy of achieving their dreams by inspiring them to believe in
themselves, focus on their unique ability, helping them to discover their purpose, and set a
positive course to their God-given future.
Mission Focus and Purpose
Be the #1 advocate for inspiring and teaching sales professionals to sell successfully and live
significantly. I
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Professional Activities and Objectives
 Schedule weekly executive meetings to review business growth, cash flow, and strategy
 Spend 1-hour a week providing mentoring where needed
 Schedule 4 books to be read this month
 Schedule 5 hours of audio/video learning
 Develop and produce with Deb 2 award winning SUCCESS infomercials.
 Schedule intellectual property development time – achieve $XX million a year in
licensed content by 2015
 Schedule book writing time of at least one-hour a day
 15 books written by the age of 55, 20 by age 65
 10MM in books sales by 2025
 5 New York Times Bestsellers
 Schedule an “On” day once a month
 Schedule 4 creative days a month
 Schedule no more than 50 speeches a year/ 3 months off per year
 Have 1,000,000 people embedded in my Social Media structure by 2015
Clarifying Vision Statement: Financial
I believe in the compounding effect of money and demonstrate that through fiscal discipline. I
will continue to practice “pay now and play” later as a discipline to creating continued growth as
it relates to financial freedom.
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Mission Focus: Financial
I am committed to wealth building for the proper reasons – making a difference. Each year, until
2010, I will give a minimum of 10% of my income to my church and will contribute locally,
nationally, and internationally to the proper programs for social health.
Financial Activities and Objectives
 Net worth of $XXm by 1/2013
 Invest a minimum of $XXk per month/review-results monthly
 Continued commitment to zero debt living
 Meet with Deb monthly to review all finances
 Meet with CPA and Deb four times a year for strategic financial management &
coaching
 Follow diversification and asset allocation model until age 60
 Review portfolio and meet with Jeff twice a year
 Spend time regularly teaching the boys how to manage their money
 Help the boys become SUCCESS Entrepreneurs
 Engage the boys in activities that inspire their creativity and passion