Work/Life Balance Time Analysis (WLB)

The goal of the Work/Life Balance report is to assist you to identify or affirm your position on your professional and personal approach to life. Please answer all 10 questions. After submitting, you will receive a report back within 48 hours.

Continuous Improvement Isn’t a Slogan—It’s a Cycle

“I need to use my time better.”

That’s what people say—until life pushes them back into the same unproductive rhythms.

Improvement doesn’t happen from motivation. It happens from systems. That’s where the PDCA cycle—Plan, Do, Check, Act—comes in.

I recently saw it work in real time during a tradeshow rollout. We made strategic changes, tested them, reviewed the results, and iterated. By the end of a show, a rep called our setup the most organized in the entire space.

The same process applies to individuals. With the Time Management Analysis (TMA), we don’t start with vague goals. We isolate one behavior—like distraction—and build an intentional plan to change it.

Improvement isn’t a single event. It’s a repeatable cycle. Plan well. Act deliberately. Reflect honestly. Then do it again.

Sustainable productivity starts with clarity.

Read it yourself

3 Ways to Close the Generational Loyalty Gap

💼 The Generational Loyalty Gap: Will the Next Generation Stick With You?

When my mom’s longtime advisor retired, she bounced between firms before settling on a young advisor.

At first, she was hesitant. But he earned her trust—and more importantly, he earned ours.

When she passed, 66% of her portfolio stayed with him. Why? Because he had already planted seeds with me and my siblings.

👉 Most advisors aren’t so lucky. Studies show up to 70% of heirs fire their parents’ advisor after wealth transfer.

But it doesn’t have to be that way.

In my piece for Rethinking65, I share simple lifestyle strategies advisors can adopt to build trust before the inheritance conversation ever begins:

✅ Invite heirs to “financial shadow” key meetings

✅ Co-create legacy interviews that go beyond dollars

✅ Get curious about why clients chose their heirs

Done right, these approaches position you not just as a money manager—but as a multi-generational life strategist.

The Longevity Risk is Real

💡 Longevity risk isn’t a theoretical math problem anymore—it's a personal lifestyle challenge.

If you thrive well into your 90s, will your money and your daily routine thrive with you?

Quick gut-check:

🏃‍♂️ Live actively, not expensively🏠 Downsize on your terms, before it’s urgent💼 Keep a “purpose paycheck” (consulting, projects, side gigs)

I unpack how smart lifestyle design and financial strategy work together to neutralize longevity risk in my latest article.

Take a few minutes to read that could add ten years of breathing room to your plan.👇

Pre-retirees Are Confused, Not Committed

Most people aren’t afraid of retirement. They’re afraid of not knowing what they’re retiring to.

Flo had the savings. She had a great advisor. But she still couldn’t move.

Why?

Because her vision was fuzzy.

And fuzzy vision = indecision.

Financial plans mean NOTHING if your clients can’t picture how they’re spending their Tuesday mornings post-retirement.

🧠 This is where real advisors step in.

Stop just being the money person.

Start being the clarity person.

👉 Ask better questions.

👉 Build their lifestyle plan.

👉 Help them design a LIFE worth funding.

I wrote this article because too many pre-retirees are stuck in neutral, not from fear—but from a lack of purpose.

Let’s fix that.

Strengthening Your Social Life Before You Hang Up the Work Mouse

💬 “I didn’t expect retirement to feel this… quiet.”

I hear this far too often.

Working with individuals preparing for retirement, I’ve learned that the biggest threat to a fulfilling post-career life isn’t money—it’s isolation.

We spend decades building relationships around our work. Then suddenly, they’re gone—and many retirees don’t know how to rebuild.

In my latest article, I share why connection planning needs to be part of every retirement strategy—and how to create a “relationship budget” alongside your travel and healthcare plans.

✅ A 3-year rolling travel calendar

✅ A family connection fund

✅ A friendship capital plan

✅ “Connection rehearsals” you can start now

If you're five years or less from retirement—or helping clients who are—this is a conversation worth having.

👥 Relationships are the real return on investment.