Initial Consultation

Prior to embarking on the planning process, it is crucial to have a comprehensive understanding of two key aspects. The first aspect is having a clear vision of where you wish to ultimately end up, while the second aspect involves gaining a detailed comprehension of your current arrangements before taking any actions.

An effective inquiry to ask yourself during this process is "If we were to meet here three years from now, reflecting back on these years, what must have transpired both personally and professionally for you to be content with your progress?" This question, coined as the R-Factor Question, was developed by Dan Sullivan of the Strategic Coach, which is situated in Toronto, Canada.