Do you long for more flexibility and free time in your schedule? In part 2 of this PFP Section podcast series, Mackey McNeill, CPA/PFS, shares her process for taking back her time. Mackey fills you in on how she went from having her hands in everything to designing her business so that it could run without her. She takes you through the 5-step step process that you can use to take back your time.
Guide: choose the feeling most important to you and ask yourself if what you are doing will give you that feeling.
Intention: create an aspirational intention statement that is true to you.
Roles: align the roles in your business so that you can do what makes you most fulfilled.
Structure: create the foundation that will allow you to fulfill your intention and roles.
Test: develop a measure to see if you succeeded in your endeavor.
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfpto access show notes with direct links.
To dive deeper on this topic, register for Mackey’s webcast on February 7th, The Prosperity Playbook: A Business Owner’s Journey to Time, Mind, and Money Freedom.
Read the electronic version of The Prosperity Playbook. Pages 75-85 include more on the 5-step process.
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.