1 Know Your Type
2 Life Assessment
3 Action Goal
4 Milestones 1–3
5 Balance & Growth

Each step builds on the one before. Complete them in order.

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Alex Morgan · Type 3
Type 3 · The Achiever
The Achiever
“The Performer”
What drives me: “I feel most alive when I’m making real progress on something that actually matters.”
Part 1 — Life Assessment
Before you fill in this section: Read your type description first — not to copy it, but to recognize yourself in it. Then close it and write from your own life.
Life Assessment
Self Discovery
→ Write in your own words — from your actual life, not terminology
What drives me
Doing work that actually matters — not just looks good on paper. I feel most alive when I’m making real progress on something, but I’ve noticed I can lose myself in the doing and forget why I started.
How Alex got here:

This one surprised me. I started writing about goals and productivity, but when I slowed down I realized those were just the surface. The question that cracked it open was: when do I feel most like myself? That’s when I wrote this.

What I struggle with
I say yes to too much. I adapt to whatever the situation seems to need — at work, at home, with friends — and then I wonder why I feel worn out and invisible in my own life.
How Alex got here:

My partner actually said something like this to me last year. Reading that sentence out loud made me realize I’d been doing it so long it stopped feeling like a choice.

What I’m working on
Stopping long enough to ask what I actually want — before I jump to what everyone else needs.
How Alex got here:

This came from the second self-discovery prompt. It felt uncomfortable to write because I genuinely wasn’t sure of the answer.

Life Assessment
Your Values
→ Pick 5–8 that feel genuinely true, then rank your top 5
Leadership Integrity Impact Authenticity Growth Family Courage Presence
Top 5 Priority — Ranked
1 Integrity
2 Family
3 Authenticity
4 Impact
5 Courage
How Alex got here:

I had 8 values I liked. Ranking them forced me to make real choices. When I asked myself what I’d choose if I could only keep one — Integrity came up every time. Family jumped to #2 because when I’m honest, it’s the thing I protect the least. That felt important.

Life Assessment
Life Compass — Initial Scores
→ Score honestly, not aspirationally. The gaps are the goldmine.
Partner & Love: 10/10 Partner & Love: 9/10 Partner & Love: 8/10 Partner & Love: 7/10 Partner & Love: 6/10 Partner & Love: 5/10 Partner & Love: 4/10 Partner & Love: 3/10 Partner & Love: 2/10 Partner & Love: 1/10 2 4 6 8 10 Family & Friends: 10/10 Family & Friends: 9/10 Family & Friends: 8/10 Family & Friends: 7/10 Family & Friends: 6/10 Family & Friends: 5/10 Family & Friends: 4/10 Family & Friends: 3/10 Family & Friends: 2/10 Family & Friends: 1/10 2 4 6 8 10 Community: 10/10 Community: 9/10 Community: 8/10 Community: 7/10 Community: 6/10 Community: 5/10 Community: 4/10 Community: 3/10 Community: 2/10 Community: 1/10 2 4 6 8 10 Creativity: 10/10 Creativity: 9/10 Creativity: 8/10 Creativity: 7/10 Creativity: 6/10 Creativity: 5/10 Creativity: 4/10 Creativity: 3/10 Creativity: 2/10 Creativity: 1/10 2 4 6 8 10 Joy: 10/10 Joy: 9/10 Joy: 8/10 Joy: 7/10 Joy: 6/10 Joy: 5/10 Joy: 4/10 Joy: 3/10 Joy: 2/10 Joy: 1/10 2 4 6 8 10 Spirituality: 10/10 Spirituality: 9/10 Spirituality: 8/10 Spirituality: 7/10 Spirituality: 6/10 Spirituality: 5/10 Spirituality: 4/10 Spirituality: 3/10 Spirituality: 2/10 Spirituality: 1/10 2 4 6 8 10 Home Environment & Cooking: 10/10 Home Environment & Cooking: 9/10 Home Environment & Cooking: 8/10 Home Environment & Cooking: 7/10 Home Environment & Cooking: 6/10 Home Environment & Cooking: 5/10 Home Environment & Cooking: 4/10 Home Environment & Cooking: 3/10 Home Environment & Cooking: 2/10 Home Environment & Cooking: 1/10 2 4 6 8 10 Money & Finance: 10/10 Money & Finance: 9/10 Money & Finance: 8/10 Money & Finance: 7/10 Money & Finance: 6/10 Money & Finance: 5/10 Money & Finance: 4/10 Money & Finance: 3/10 Money & Finance: 2/10 Money & Finance: 1/10 2 4 6 8 10 Career & Work: 10/10 Career & Work: 9/10 Career & Work: 8/10 Career & Work: 7/10 Career & Work: 6/10 Career & Work: 5/10 Career & Work: 4/10 Career & Work: 3/10 Career & Work: 2/10 Career & Work: 1/10 2 4 6 8 10 Growth & Learning: 10/10 Growth & Learning: 9/10 Growth & Learning: 8/10 Growth & Learning: 7/10 Growth & Learning: 6/10 Growth & Learning: 5/10 Growth & Learning: 4/10 Growth & Learning: 3/10 Growth & Learning: 2/10 Growth & Learning: 1/10 2 4 6 8 10 Health: 10/10 Health: 9/10 Health: 8/10 Health: 7/10 Health: 6/10 Health: 5/10 Health: 4/10 Health: 3/10 Health: 2/10 Health: 1/10 2 4 6 8 10 Physical Activity & Recreation: 10/10 Physical Activity & Recreation: 9/10 Physical Activity & Recreation: 8/10 Physical Activity & Recreation: 7/10 Physical Activity & Recreation: 6/10 Physical Activity & Recreation: 5/10 Physical Activity & Recreation: 4/10 Physical Activity & Recreation: 3/10 Physical Activity & Recreation: 2/10 Physical Activity & Recreation: 1/10 2 4 6 8 10 PartnerLove FamilyFriends Community Creativity Joy Spirituality Home EnvironmentCooking MoneyFinance CareerWork GrowthLearning Health Physical ActivityRecreation
Click any ring to rate · click again to change · constellation draws automatically
BALANCES

Top areas appear here

IMBALANCES

Low areas appear here

How Alex got here:

This was honest — not aspirational. Career got a 9 not because I love how much it takes up, but because it literally does. Giving it a 9 felt uncomfortable. That discomfort told me something.

→ These become the focus areas for your Action Goal
Identified Imbalances: Joy (4), Spirituality (3), Physical Activity (4), Community (4)
How Alex got here:

The compass made the imbalance obvious. Joy and Spirituality were nearly empty. I’ve known this for a while. Seeing it visually made it harder to ignore.

Life Assessment
What Influences My Life Compass
Work has been my anchor for so long that I’ve let the rest of my life orbit around it. It feels stable, but I’ve started to see the cost.
How Alex got here:

Looking at my compass, Career was the highest score and Joy was the lowest. That gap told the whole story.

I grew up equating busyness with worthiness. If I wasn’t achieving something, I felt like I was falling behind. I’m only starting to question whether that’s actually true.
How Alex got here:

I’ve been in therapy for two years. This one I knew — I just hadn’t written it down in this context before.

Your Life Compass imbalances and values now feed your Action Goal. Before moving on, make sure you’ve scored your compass and identified your top imbalances.

Action Brainstorming
Action Brainstorming
My Destination Goal
→ Fill in each blank. Use “See examples” for inspiration. Make it sting a little.

Using the goal template: My goal is to ___ so that I can ___, in order to ___.

My goal is to define success by impact rather than output or image so that I can lead with integrity rather than performance, in order to build a career that reflects who I actually am, not who I think I should be.
How Alex got here:

I used the Career example in “See examples” as a starting point. Then I rewrote it until it stung a little — that’s when I knew it was mine. The key was adding “not who I think I should be” at the end. That part was true.

Action Brainstorming
Stop · Continue · Improve · Start
→ Use your Imbalances + your goal to brainstorm. No wrong answers here.
Stop
Checking email first thing
How Alex got here:

I do this every single morning. It sets the tone for the whole day.

Saying yes to every request
How Alex got here:

I said yes to three things this week I didn’t want to do. Noticing the pattern.

Measuring the day by output
How Alex got here:

I define a “bad day” by what I didn’t finish. That’s been my barometer for years.

Continue
Weekly team check-ins
How Alex got here:

These are working. The team is more engaged when I make time for this.

Family dinners on weeknights
How Alex got here:

When I protect this, my Family score goes up. Simple cause and effect.

The gym habit
How Alex got here:

Physical Activity was a 4. This is already helping — I just need to protect it.

Improve
How I define a successful workday
How Alex got here:

My goal is to change this metric. I want to feel good about who I was, not just what I produced.

Communication under pressure
How Alex got here:

I get sharp and abrupt when I’m stressed. My team feels it. I want to be better here.

Boundaries around after-hours work
How Alex got here:

This is the direct path to improving Joy and rest.

Start
Weekly 10-min reflection
How Alex got here:

Growth & Learning scored a 7. I want to keep it there. This habit will help.

Asking what team members need
How Alex got here:

Community was a 4. I’ve been so focused inward. Time to look up.

One morning for non-work thinking
How Alex got here:

Joy was a 4. I have no unscheduled mornings. This is the simplest fix.

Your destination goal is set. Now the real work begins. Each milestone gives you 3 weeks of daily practice and reflection to move toward it.

Milestone 1 of 3
1
Milestone 1 · Weeks 1–3

Separating Identity from Performance

Week 1 Focus

The work begins when you stop performing — even for yourself. This milestone, you’re not fixing anything. You’re just starting to notice what’s actually there.

1 Destination Goal
2 Charting the Course
3 Weekly Intentions & Growth Focus
My goal is to define success by impact rather than output or image so that I can lead with integrity rather than performance, in order to build a career that reflects who I actually am, not who I think I should be.
How this connects:

This goal was set in Action Brainstorming. Every Charting the Course goal below must be able to trace back to it. If a goal doesn’t support the destination, it shouldn’t be here.

→ Set 2–3 specific goals that support your destination. Use your STOP/START list.
1

Rebuild real presence in my closest relationships — not just showing up, but actually being there

How Alex got here:

Family & Friends scored a 6. Not terrible — but I know the quality isn’t what it should be. I’m physically there but often somewhere else mentally.

2

Create a daily practice that has no productive output — purely for the sake of being, not doing

How Alex got here:

Joy scored a 4. Every hour of my day points at something. I needed a goal that breaks that pattern entirely, not just improves it.

3

Get honest about when I’m performing vs. when I’m actually being myself

How Alex got here:

This came from what I wrote in Self Discovery #2. I’ve been shifting to fit what situations seem to need for so long, I’m not sure I know the difference anymore. This milestone is about learning to notice it.

Week 1 — Full Planner
→ This is pre-written for you — read it and let it guide the week
Week 1 Intention This week, schedule one morning block where you do nothing productive. No phone, no email, no output. Just be.
How Alex got here:

This intention was pre-written for Week 1. When I read it, I thought — I genuinely don’t know what that would feel like. That was my answer.

Growth Focus
Notice the inner critic once today — name it: “There’s the critic”
How Alex got here:

This was the Week 1 pre-written task. It seemed too simple at first. It wasn’t.

(blank — user’s own)
How Alex got here:

This slot is yours. I left it blank Week 1. I had plenty to work with already.

5-Day Planner — Monday through Friday
→ Fill in at the end of each day or morning after
Monday
← Start here. Fill in Day 1 first. You can always go back and revise.
Read through the milestone before starting the week. The framing helped me understand why the work matters, not just what to do.
My morning run. One hour where nothing asks anything of me.
Left my phone in my bag during the team lunch. First time in months.
Tuesday
Caught myself performing for the room in a 9am meeting. Just noticed it. Didn’t try to stop it.
My manager let me think out loud instead of expecting a clean answer.
Said “I don’t know” in a presentation. Didn’t immediately qualify it with three alternatives.
Wednesday
Went back and looked at the values I’d picked — Presence and Family. Neither of them were present in my Wednesday morning.
The quiet before my family woke up. Just sat. No agenda.
Skipped a networking event I didn’t want to attend. Said “it doesn’t work for me” and that was it.
Thursday
Family dinner. No phone. I was fidgety for the first 20 minutes, then I actually settled.
My daughter asked me to play. I said yes immediately — no “in a minute.”
Went home at 5:30. Didn’t explain it to anyone.
Friday
End of week reflection: I noticed something pulling at me every day. The same voice saying “you didn’t do enough.” Five times this week. Every single day.
How Alex got here:

The milestone asked me to reflect on patterns from the week. I used the Reflection Lens prompts at the bottom of the planner. The pattern was obvious once I wrote it down.

Grateful this tool exists. Week 1 was harder than I expected.
Completed the week. Showed up all 5 days, even when I didn’t feel like it.

After completing all 3 milestones (9 weeks), continue forward to the Balance + Growth section at the end of your guidebook. Score your Life Compass one final time to compare where you started to where you are now.

Balance + Growth — Final Section
“Nine weeks of letting the performer rest. You did the quiet, uncelebrated work of excavating what’s real underneath the achievement. You began to live from the inside out rather than the outside in. That is the kind of success that actually satisfies.”
Trish Frazier · Magnifico Wellness
The final page of the guidebook asks you to score your Life Compass one more time, compare your Initial and Final scores, and answer three forward-looking questions.
How Alex got here:

After 9 weeks, Alex’s Joy went from 4 to 7, Spirituality 3 to 6, Physical Activity 4 to 6. Career came down from 9 to 8 — not because work mattered less, but because other things started to matter more. That shift felt like the whole point.

Ready to begin?