At Right Path Enterprises, we understand the importance of aligning your personal ambitions with your financial objectives to create a fulfilling life. Our life planning services are designed to help you chart a course toward success by identifying your goals and developing a comprehensive plan to achieve them. Whether you're looking to advance in your career, improve your financial health, or achieve a better work-life balance, our expert coaches are here to guide you every step of the way. With our personalized approach, you'll gain the clarity and confidence needed to turn your aspirations into reality. If you are in the greater Cincinnati area, reach out to us today.
Achieving Your Vision
Most financial planning begins with numbers—your income, expenses, assets, and investments. Life planning starts somewhere far more important: with you.
Life Planning, developed by George Kinder, shifts the focus from simply managing money to helping you create the life you most deeply want to live. Instead of starting with spreadsheets, we start with conversations. We explore your values, your passions, your relationships, and your vision for the future. Together, we uncover what truly matters to you—not just in terms of money, but in terms of meaning.
Design a Life Plan That Supports Your Vision
Once your vision is clear, we identify the obstacles that may be holding you back—whether they’re financial, practical, or even mindset-related. Then we design a financial plan that supports that vision. It’s a process that blends thoughtful listening with practical, actionable planning.
This approach gives you:
Clarity about your life’s priorities and how your finances can serve them.
Confidence in the steps you’re taking toward your goals.
A clear path forward that reflects both your aspirations and your reality.
Peace of mind knowing that your money is working in alignment with your values.
Life planning doesn’t ignore the numbers—it simply makes sure the numbers are working for the life you want, not the other way around. By connecting your financial decisions to your deepest priorities, you gain more than just a plan; you gain a renewed sense of purpose, direction, and possibility.
Your life comes first. The financial strategy follows. And when both are in harmony, the results can be transformative—not just for your finances, but for your entire life.
The Life Planning Process
Working together is a collaborative and engaging experience. Here’s what you can expect:
1. Discovery Conversation
We begin with a deep, open conversation about your life—not just your money. You’ll share what excites you, what concerns you, and what dreams you’ve been holding onto.
2. Visioning
Through guided questions, you’ll paint a clear picture of your ideal life—what you would do, who you would be with, and how you would spend your time if there were no limitations.
3. Identifying Obstacles
Together, we uncover the challenges—financial, emotional, or practical—that may be standing in the way of that vision.
4. Financial Strategy Design
With your vision as the guide, we create a tailored financial plan that aligns resources, decisions, and timelines with your goals.
5. Implementation & Support
A plan is only as good as the action that follows it. I’ll help you put your plan into motion, with ongoing support to keep you moving forward.
6. Regular Review & Adjustments
Life changes—and your plan should, too. We’ll revisit your goals and finances regularly to ensure they remain aligned and responsive to your evolving life.
If you are ready to take the next step in planning for success. Contact Right Path Enterprises today to schedule your personalized life planning session. Let us help you achieve your personal and financial goals with clarity and confidence.