Episode Details

In this episode, Carl walks through the second step of purpose-based planning: turning purpose into goals. Rather than asking clients to name goals out of thin air, he explains how goals naturally grow out of conversations about what matters, giving people permission to relax, guess, and explore without false precision. Carl shows how to frame, prioritize, and rank goals based on what’s truly at stake for each client, reminding us that goals are provisional, flexible, and meant to clarify direction, not lock anyone into a rigid plan.

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