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MONEY WITHOUT MATH
Karen Coyne, CFP®
Design a Life You Love with Dr. Katie Sandoe
JUL 30, 202634 MIN
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Description
What if you approached your life with the same intentionality that organizations bring to strategic planning?
In this episode of Money Without Math, Karen Coyne sits down with leadership strategist, speaker, and "Sparkologist" Dr. Katie Sandoe to explore her personal strategic planning process.
Inspired by years of leading strategic planning sessions for organizations, Dr. Katie adapted many of those same principles to help create greater clarity, purpose, and alignment in her own life.
Together, they discuss the power of deep reflection, creating space away from everyday distractions, identifying what truly deserves your time and energy, and building a roadmap for the next season of your life. Dr. Katie shares the questions she asks herself each year, the tools she uses to make intentional decisions, and how this process ultimately led her to launch her own business and design a life she loves.
Whether you dedicate a full week, a single day, or just an hour, this conversation will inspire you to stop drifting and start living with greater intention.
In this episode:
00:00 Why You Need a Personal Strategic Plan
01:12 Turning Strategic Planning Into a Life Plan
03:33 Four Rules for a Successful Planning Retreat
06:35 How to Design Your Personal Retreat
10:43 Making Time for What Matters Most
12:35 The Questions to Clarify Your Next Chapter
17:56 Using the Wheel of Life to Find Clarity
19:31 Creating Your Personal Strategic Roadmap
21:28 Build Your Own Board of Directors
23:56 What You Need to Let Go Of
28:33 Turning Reflection Into Action
30:49 How Personal Strategic Planning Changed My Life
33:25 The Secret to Loving Your Life
Connect with Karen:
Clarity Planning
LinkedIn
YouTube
Instagram
Connect with our guests:
Katie Sandoe on LinkedIn
Spark Something New

