Life Transition by Design™

The Academy’s innovative, inquiry-based curriculum centers on four key learning pillars:
  1. Personal - tailored to the learner.
  2. Positive - uplifting & supportive..
  3. Probing - questions spark learning.
  4. Practical - applicable to real-life. 

Establishing specific, realistic, measurable goals in personal, family, career, and financial areas is crucial for navigating life transitions effectively. It creates clear guidelines for success during periods of change to craft your best life.

We embrace an educational philosophy anchored in Reciprocal Benevolence, where learning flourishes as a natural outcome of mutual kindness and support:

• Seek with an open heart, and you shall discover knowledge.
• Ask with caring curiosity, and wisdom will be imparted to you.
• Give generously, and in return, gain deeper insights.
• Do share the kindness, empathy, and respect you desire.

Aligned with a shared purpose and guided by the principles of Reciprocal Benevolence, each contributing organization benefits both individually and collectively. This harmonious philosophy encourages mutual support, understanding, innovation, and growth for the greater good.

Self-leadership is guiding oneself effectively, mastering life transitions effectively by investing time wisely to build relationships and to hone and enhancing skills for personal growth and success.

Life's transitions provide opportunities for growth. Mastering self-leadership, emotional intelligence, and vital soft and life skills is crucial for managing challenges. Cultivating these qualities leads to a fulfilling life and positive relationships. True leadership starts with self-leadership, by looking inward, enhancing self-awareness, and committing to personal development. These practices help navigate transitions with purpose and resilience.

Emotional intelligence involves the ability to recognize and manage your own emotions, as well as understand the feelings of others. By developing emotional intelligence, you can enhance your capacity to navigate through life's various transitions more effectively. This is achieved through enhanced communication skills, a reduction in stress levels, and the cultivation of resilience to adapt to challenges.

Self-awareness is understanding your own emotions, strengths, weaknesses, and values. It helps you navigate life's pivot points by allowing you to make informed decisions based on personal insight, adapt to changes smoothly, and align your actions with your renewed purpose and life goals, ensuring you stay true to yourself during critical life transitions.

Reciprocal Benevolence is anchored in the ageless, universal wisdom where purpose, meaning,  and impact flourishes:

• Seek, and you shall find.
• Ask, and it will be given to you.
• Give, and you shall receive.
• Do onto others, as you would have them do onto you.

Purpose, central to the Generous Inquiry process, is the renewed sense of direction and that inspires and motivates adults through life's transitions, bringing meaning, hope, and direction, and for their future.

Passion, in the context of a life transition, is the intense and motivating emotion that drives an adult to discover and pursue a purpose, inspiring them to overcome challenges and embrace change with enthusiasm.

Retirement is a positive life transition offering time-freedom to pursue lifelong dreams and passions, embrace new opportunities, and experience personal growth, marked by increasing gerotranscendence and deeper fulfillment.

Wheelhouse gifts are the special mix of personal strengths, such as time, talents, money, and relationships, that people use to promote mutual kindness, growth, and success, improving their own lives and those of others.

A mentor is a trusted, experienced guide who helps navigate life’s choices, challenges, and changes, offering support and wisdom with a spirit of mutual benevolence and personal growth.

• Inner circle of trusted confidants
• Advisory circle of trusted advisors
• Learning circle of mentors, teachers, coaches, & many others
• Beneficiary circle of those who benefit from your generosity and support.

Networking is the process of identifying, developing, and engaging personal, trusting relationships with mutual benevolence to navigate the challenges, changes, and choices during life’s transitions at crossroads.

Open-ended questions are caring, intentional queries that prompt longer responses and foster trust, such as "What do you think about...?" or "How did you feel when...?" They enhance relationships by encouraging meaningful conversation and mutual benevolence.

Generous Inquiry is an iterative questioning approach derived from the Socratic Method and Appreciative Inquiry. It is a process rooted in a deep appreciation of others and an altruistic, caring, and intentionally generous mindset. This method emphasizes fostering understanding, connection, and transformative change by blending open-ended questioning with genuine acts of generosity and support. The Generous Inquiry process consists of five steps: Discovery, Dream, Design, Delivery, and Destiny.

Understanding the deep-seated reason that gives your life meaning, fulfillment, and direction—your ultimate "why" that motivates you daily. Purpose evolves and may shift at pivotal moments or life crossroads, guiding you to adapt and find renewed meaning as your life journey unfolds.

Discovering the core purpose, motivation, or reason behind your actions, decisions, and life choices. It is about understanding the deeper values, beliefs, or passions that drive you, giving clarity to what truly matters and aligns with your authentic self.

Activities, interests, or pursuits that spark excitement, enthusiasm, and profound personal fulfillment, evolving naturally as an individual progresses through life’s journey.

Talents encompass the natural, ingrained abilities individuals possess, as well as the education, life lessons, and skills developed through experience. They also include unique personal characteristics, aptitudes, and capabilities that contribute to one’s potential for growth and achievement in personal and professional endeavors.

Achievements that reflect progress, effort, or excellence in various aspects of life, including relationships, financial, professional endeavors, personal growth, community contributions, or other meaningful experiences.

The place where your passions, strengths, sense of meaning, fulfillment, and joy overlap—like the center of a Venn diagram where all these areas overlap or come together.

Specific qualities, abilities, or characteristics that enable a person to perform well or achieve desired outcomes.

The significance or deeper purpose behind actions, experiences, or life itself, often rooted in aligning with personal values, fostering connections, and contributing to something greater than oneself.

A deep and abiding sense of happiness, contentment, or delight, often arising from meaningful experiences or connections.

A structured approach to making thoughtful choices is by prioritizing goals and aligning to purpose, assessing options, considering consequences, and executing decisions that are aligned with personal values and desired outcomes.

Purpose: Identifying the reason behind your actions.

Alternatives: Exploring different possible paths.

Criteria/Consequences: Setting standards and understanding outcomes.

Evaluation: Assessing the best option based on set criteria.

A critical thinking method using generous inquiry to clarify, organize, and guide understanding by asking "Why?" "Who?" "When?" "What?" "How?" "How much?" and "Where?" This approach intentionally defines the perspective or "frame" for viewing a problem, question, or concept, shaping how information is interpreted, decisions are made, and actions are taken.

SMART is a framework for defining clear and achievable objectives. The acronym SMART stands for Specific, Measurable, Achievable, Relevant, and Time-bound, and it provides a structured approach to help individuals or teams create practical goals.

Specific: Goals should be clear and specific, answering the who, what, where, when, and why

Measurable: You need a way to track your progress and determine when you've achieved your goal.

Achievable: Goals should be realistic and attainable, considering your resources and constraints.

Relevant: Ensure your goals align with your broader objectives and values.

Time-bound: Set a deadline to create a sense of urgency and keep you focused.

Critical thinking is the ability to analyze, evaluate, and synthesize information logically, objectively, and reasoned to form well-founded judgments or solutions. It involves questioning assumptions, identifying biases, and considering multiple perspectives to arrive at a more profound understanding or make informed decisions.

A process of open-ended, generous questioning to uncover new information, ideas, or insights. 

A human-centered, motivational approach tailored for Aspire to Give Academy, rooted in generous inquiry. It involves asking "why" five times in diverse, thoughtful ways to uncover deeper personal motivations, fostering reflection, empathy, and growth.

A strategic approach to ensure that goals, actions, and values are aligned to purpose across individuals or teams.

Thought-provoking, generous questions designed to encourage introspection, evaluation, and a deeper understanding of experiences or decisions.

A creative process of imagining alternative scenarios, opportunities, or solutions without constraints or limitations.

A critical review and analysis of information, ideas, or proposals to ensure accuracy, credibility, and relevance.

LISTEN is a plan for clear, consistent, generous conversations as part of goal setting. The acronym LISTEN stands for ...

Listen: You should actively listen in these conversations.

Inquire: Plan to utilize open-ended questions.

Summarize: As you go, summarize for clear understanding.

Take Notes: For key points and actions, always take notes. 

Empathize: Do so in the spirit of mutual benevolence.
Next Steps: Always clarify the path forward.

Significance is the impact you have on others. While success is about personal or professional achievements, significance is about leaving a mark through generosity, care, and purpose-driven actions.

A steward is someone who wisely manages their resources to balance both present needs and future impact

A non-financial legacy is the meaningful significance of your life's influence on family, friends, and philanthropic endeavors.

An unbalanced “squirrel away for tomorrow” money personality who often sacrifices their living legacy to be concerned about personal future financial security. 

An un-balanced “live for today” money personality reflected in excessive spending, with little concern for future financial wellness or security.

A balanced present vs. future money personality that appreciates, understands,  and intentionally aligns and leverages their financial resources to craft both living and lasting legacies.  

An individual’s financial attitude and behavior developed during the accumulation phase of the life journey.  

A living legacy is how you live your life. A lasting legacy is your life’s impact on others and causes greater than self.  

The deeper, often unspoken emotions—such as grief, pride, fear, or resentment—that influence how people behave in family dynamics and conflicts.