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Life + Business Audit: How to Create Clarity, Alignment, and Sustainable Growth

Life + Business Audit: How to Create Clarity, Alignment, and Sustainable Growth

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 Life + Business Audit: How to Create Clarity, Alignment, and Sustainable GrowthAs the year winds down, it’s easy to feel reflective, overwhelmed, or unsure of what needs to change next. In this episode of The Floral CEO Podcast, Jeni walks you through a powerful life and business audit designed to help you gain clarity, reduce burnout, and intentionally shape the next chapter of your business and life.This isn’t about judgment, shame, or “fixing” yourself.It’s about seeing clearly, reclaiming your energy, and choosing alignment over chaos.Why a Life + Business Audit MattersYour business does not exist in a vacuum.If your life feels heavy, chaotic, or unsupported, your business will eventually reflect that.In this episode, Jeni shares why:Your business cannot “save” your lifeMoney alone doesn’t fix misalignmentSustainable success starts with clarity, boundaries, and honest reflectionThis audit helps you step out of reaction mode and into intentional CEO leadership.Part 1: Where Are You Right Now?1. Energy AuditTake an honest look at where your energy is going — and where it’s being drained.Rate each area on a scale of 1–10:WorkdaysClient interactionsCreative workHome lifeMental loadPhysical energyAnything consistently under a 5 deserves attention — not guilt.2. Time AuditAsk yourself:Where is my time actually going?What feels busy vs. what moves the needle?How much of my time is reactive vs. intentional?Break your time into categories:Revenue-producing workAdmin / busyworkMarketingFamily & personal lifeScrolling / numbingRest (real rest)Then ask:Is my time aligned with my priorities — or just my habits?3. Money AuditThis is where many business owners avoid looking — and where clarity is most powerful.Reflect on:What did I actually pay myself?What parts of my business are profitable?What looks “successful” but pays terribly?Where am I leaking money (including time)?Ask the big question:Am I building a business that supports my life — or one that requires sacrifice without return?Part 2: What’s Not Working Anymore?4. Tolerance AuditFinish these sentences honestly:“I’m tolerating __________.”“I keep putting up with __________.”“I know this isn’t working, but I haven’t changed it.”What we tolerate becomes our standard.5. Alignment AuditAsk yourself:Does my business reflect who I am now — or who I used to be?If I built this business today, would I build it the same way?Is my business aligned with my values, family life, health, creativity, and nervous system?Small misalignments add up over time.6. Identity AuditShift from:“I’m trying to…”to“I am someone who…”Ask:Who have I been acting like I am?Who do I want to become?What does that version of me say yes to?What does she stop doing?Identity shifts drive behavior change.Part 3: What Needs to Change?7. Subtraction Before AdditionBefore adding anything new, ask:What can I remove?What can I simplify?What am I done tolerating?Growth doesn’t always mean more — often it means less, done better.8. Focus Audit: The 3–Thing RuleChoose:3 business priorities3 life prioritiesAsk:If I focused only on these, would my life and business improve?Everything else can pause, be delegated, or simplified.9. Support AuditYou are not meant to do this alone.Ask:Where do I need support?What am I carrying that isn’t mine?Who helps me think bigger?Who holds me accountable?Support might look like systems, boundaries, therapy, coaching, or community.Part 4: How Do You Move Forward?10. Micro-Momentum PlanningInstead of fixing everything, ask:What’s one 15-minute change I can make this week?One boundary I can set?One system I can tighten?Small shifts create big identity changes.11. Future You Check-InAsk:What will future me thank me for changing now?What would make next year feel lighter?Your body often knows before your mind does.12. Decision Filter Going ForwardEvery opportunity should pass through:Does this align with my values?Does this support my energy?Does this move me toward my goals?Am I saying yes out of fear or intention?If it’s not a clear yes, it’s a no or not right now.Final ThoughtsYou are allowed to:Change your mindWant something differentBuild a business that feels good and pays you wellChoose alignment over hustleYour life matters just as much as your business.Join the Goal Planning Party 🎉If you want support turning this clarity into action, join Jeni for the 2026 Goal Planning Party:🗓 January 5th⏰ 1:00 PM CST📍 Live on Zoom📓 Includes a guided workbook👉 Sign Up 2026 Planning Sign Up👉 Or comment GOAL on Instagram to sign up
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