How LivingWisely Works

Each of the LivingWisely components may be tailored to your organization’s situation, needs and budget.

Sustainable Business Solution

LivingWisely is an innovative and sustainable solution combined with a powerful platform to prepare your organization to connect more deeply and personally with the individuals you serve. The goal is to help each person live their best life with greater insight and intention, without overburdening your team. This approach may be tailored to your organization’s strategies and preferences through numerous options ranging from turn-key to co-branded to full-customization.

For more than two decades, our proven pathways and resources have been effective in helping individuals and families discover what matters most in their lives. However, this work was frequently time intensive and inflexible for both the providing organization and the participant. With the addition of our new technology-enabled platform and expanded proprietary methodologies, organizations gain time-saving efficiencies, customizable solutions and enhanced delivery options. Participants gain easier access to more personalized, reflective and engaging programming tailored to their needs and situation. The platform also allows for a continuum of programs to be offered to participants and their loved ones throughout each stage of their life journeys.

Transformational Pathways

Our LegacyJourney® pathways provide the foundation for creating engaging and transformational experiences, as well as inspiring the creation of documents to share meaningful insights, experiences, decisions and plans. Our proven pathways may be utilized in their current form, they may be tailored to meet a specific objective, or they may serve as a component within a customized program to meet the specific needs of your organization and the individuals you serve.

  • Ethical Wills/Legacy Letters help summarize and share our values, faith, beliefs, life lessons, hopes for the future, gratitude, love and forgiveness with family, friends and community. While they are not a legal document, they are often referred to as the voice of our heart as they can provide personal insights to help inform our life decisions and align our values and wishes along each stage of our journey.
  • Life Reflection Stories help us share a continuum of short reflective narratives about our unique life experiences as lived so far, also referred to as our master stories. We are then inspired to uncover the wisdom and life lessons within our experiences, culture and history to prepare us to live more intentionally going forward, enhance family relationships and resilience, and provide loved ones with real-life examples to help guide them along their life journeys long after we are gone.
  • Making a Difference Plans help clarify our life purpose and inspire our charitable spirit by identifying our passions and the causes nearest to our heart. Creating a personal, family and generational commitment to making a difference allows us to focus the giving of our time, talents and treasures as well as inspire future generations to live intentionally.

Meaningful Participant Experiences

We inspire individuals to uncover what matters most in their life through their personal experiences and reflections, as well as to go a significant step further to discover and share the wisdom, values, passions, life lessons, generosity and resiliency they acquired along their life journey. Our programming has helped individuals make sense of their lives, be more intentional in how they choose to live going forward, clarify and communicate their needs and priorities, gain peace of mind and a sense of well-being, improve their quality of life and relationships, and become more engaged within their supporting organization and community.

Each participant decides how to engage in the programming offered by your organization: facilitated group workshops, individual coaching sessions, personal self-paced programs, or a combination of options. They may access program materials as printed resources or through our online and mobile apps.

Engaging Team Training

Our goal is to provide a positive and engaging experience for your staff and volunteers as they develop a sustainable and scalable competency to integrate into your organization’s business or service model. The LivingWisely training provides each participant with a meaningful experience to enhance their personal lives and well-being so that they are more resilient and prepared to meet the needs of those they serve. Additionally, your team's collective training experience creates a more open, positive and supportive culture within your organization resulting in higher productivity, engagement and job satisfaction.

Our blended training curriculum includes web-based distance learning, video conference group coaching, and personalized on-site training. We also provide a lighter version of our training to help engage staff and board members who may not have direct relationships with those you serve. And program certification provides a differentiating factor for your organization as well as recognition for your team members.

Effective Consulting Services

We will help your organization maximize your impact and achieve a strong ROI through a variety of consulting services including strategic, operational and implementation planning, market segmentation, and prioritization. Our ongoing program support is available to help you create appropriate metrics, best practices and marketing initiatives to maximize your team's talents and inspire those you serve to live their best lives. And we will work with your organization to create targeted delivery options to reach your participants wherever they reside and however they wish to engage.

Are You Ready? Let’s Get Started!