The three day bite-size Planning Retreat is ready for you
Welcome to an extraordinary opportunity to change the direction of your life and reclaim living with passion and joy.
Join me for an innovative 3-day virtual experience unlike any other. Together, we'll dive into the New Year with purpose and creativity, crafting a personalized plan to manifest your dreams.
December 27-29, 2024
Imagine starting the New Year…
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Giving yourself permission to kick the status quo to the curb and going after a lifestyle that makes you come alive.
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Tossing traditional goal-setting out the window in favor of aligning your plans with your values allowing you to show up authentically at work and home
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Taking the time to thoughtfully curate plans for the year in high priority areas as defined solely by you
And now a word from our sponsor…
…No not really. Just some words from me, from the heart. Society has gotten planning for the New Year all wrong. It’s just painful to watch!
There is a much better way to step into the new energy of a new year than making half-baked resolutions with a mild hangover.
So not happening this year!! This year, you have the opportunity to come alive by setting goals that help you live into your dreams. Goals that are based on your values and support the woman you want to grow into next.
You deserve to live your best life and that journey begins right now by doing things differently this year.
Plan Jam is a 3-day interactive virtual retreat. Now before you have a heart attack over the length, let me assure you - the lessons are bite-size and accomplishable over a weekend even with visiting in-laws and hyperactive sugar-loaded kids.
Over three days, you will create an outline that will guide your plans for the New Year. You will have a solid foundation that is completely unlike what you have done in the past.
Introducing…
A New Kind of Approach
This isn’t your grandma’s planning session. You will be in a SMART-Goals-Free Zone. Traditional goal setting doesn’t work - if it did you would be a svelt bajillionaire living in a luxury home with a live-in chef - am I right…or is it just me who wants a personal chef?
Making Room for White Space
You are going to inject your planning with plenty of white space (just like snow.) You are not rushing to set your goals - you actually have the entirety of winter to make them. But wait…didn’t I say this was a 3-day retreat? Yes, I did. Glad you are paying attention - but read the fine print - I said a foundation - stick with me here.
Peace, Pace, and Peeps
You have 3-days to lay your foundation, but you have access to me and other supportive peeps in the group until February, 20th. You will be setting and refining your goals all of January and February. Say what??? I told you the approach was different. The goals you will be creating will be so aligned with your dreams and the energy of nature, that come Spring, you will explode into action.
Aligned Goals
The Plan Jam process will enable you to create goals that are just so darn exciting to pursue - I’m not talking about drinking more water, going to the gym more often, or losing 15 pounds. I’m talking about electrifying, building the life of your dreams stuff.
The Plan Jam 411
The Right Stuff at the Right Time
Plan Jam is built around the energy of the seasons. Winter is a time of rest and preparation so that the powerful energy of Spring can be fully embraced. Society has this all wrong but Plan Jam will break you free. If nature can grow a 3-story tall oak tree that can withstand hurricane-force winds, I’m pretty sure you can grow a big, bold, beautiful life following the same pattern.
A New Kind of Passion
If your life feels a bit stuck at the moment, I should warn you, that you are about to become unstuck. Plan Jam will help you gain insight into the gunk that has been holding you down (yes gunk is a highly technical term.) Plan Jam involves a boatload of mindset work. Your brain has been solving problems for too long - it’s time to switch your superpowers over to dream-building.
What am I signing up for exactly?
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3-Day Retreat
Over 3 days (December 27-29) you will receive virtual retreat content with exercises to complete each day according to your schedule from the comfort of your home.
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Community
You will have access to the private Slack community (until Feb 20) where you can chat with me, ask questions, share your experiences, and interact with fellow retreat participants.
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Resources
You will get a Notion Workbook, Canva templates, and other resources designed to make taking notes, planning, and implementing those plans as easy as possible.
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360° Approach
All areas of your life will be considered as you develop your plans however, you will prioritize the areas that need the most attention in this season of your life.
About your retreat director…
Who is the lunatic writing this insane sales page? Hello, it’s me, I’m the problem. (Ahh, gotta love Taylor Swift.)
Anyway, I’m Julie Ann, your retreat director. My job is to facilitate your awesomeness during Plan Jam.
What qualifies me to do this? I’ve been a professional planner for over 30 years (yes it’s actually a job and I’ve got a Master’s and a bunch of certifications to prove it.)
But most importantly, I’ve had the experience of making an absolute mess of my life while being uber-successful. I did ALL the right things - house, career ladder, hubby, kids, dogs, car - you know all the trappings of success. I checked all the boxes except the happiness box.
While I appreciated all the great “things” in my life, I was unfulfilled. I felt guilty for feeling unhappy when I had such a great life on the surface. The guilt and unhappiness had me starting my retirement countdown clock at 12-years out. Talk about wishing your life away.
The Pandemic was a blessing for me. It completely shut down my industry and forced me to look at my life. Three months into the Pandemic, I announced my retirement, separated from my husband, and moved into an apartment.
I cleared the decks, so to speak, and started life over. Through a series of wandering misdirections, I kept coming back to my passion - planning. I also found my voice (which it turns out is quite irreverent and quirky.)
Plan Jam is the culmination of experimentation, truth-seeking, and breaking free of the “norms.” OMG, this section is getting too long. Anyway, that’s who I am and that’s why I am here.
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A preview of the days…
Day One
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Join Now
$197
Refund Policy
Plan Jam is a semi-live retreat and like going to a Taylor Swift concert, I do not offer refunds once it has started.
If you need to cancel your registration, you may do so by October 24th for a full refund. I will be completely heart-broken but as Gloria Gaynor said, I will survive. You may transfer or “gift” your registration to another person.
Please note, as detailed in the FAQ below, if you cannot attend the weekend dates, you can still access all the content and interact in the Slack Community.
Frequently Asked Questions
Q: What if I don’t complete all the retreat content over the weekend?
A: Your computer will explode and the world as you know it will end. (I just couldn’t help myself.) Nothing will happen if you don’t finish the content. The purpose of the 3-day time frame is to create a container for you to share a live experience with other women who are doing the same work. A beautiful energy is created when we support one another in real-time.
Q: What if I am not available over the dates of the retreat?
A: We'll definitely miss your vibrant presence, but we'll still welcome you with open arms in the Slack Community. You have access to the retreat lessons and the Slack Community until February 20th. I recommend setting your own schedule for completing each of the 3 days and sharing it in the #SlackAccountability channel so I can support you.
Q: Why do I lose access to everything on February 20th?
A: Because on February 21st, we begin the new season planning session. The Spring Retreat will be held February 21-23. You will be done with the Winter season and I want you to have closure and move into the new season. The course dashboard will go away. You will retain access to the public Neighborhood Slack Channels but the Winter Channels will be closed down.
Q: How long is each day’s session?
A: The retreat content has been designed to be bite-size with video lessons that are under 20 minutes. Each lesson has implementation exercises and the time needed for those will be based on how much time you want to commit to thinking and planning for each one. The number of lessons varies by day - some days there are just 2 lessons and other days there can be up to 4 or 5. Some support lessons are text-based making them very quick to consume. In general, I’ve worked to keep the content under 2 hours a day.
