Contemplating 8 Years of Flow

# Article: Reflections on Business Year Seven and Moving Forward

As Meg reflects on her seventh year in business, she shared some unexpected challenges she faced and how she navigated through them. From a cancer diagnosis to business transitions and personal growth, Meg’s journey is filled with lessons and resilience. Let’s dive into some key takeaways from her post.

## FAQ

### 1. How did Meg’s cancer diagnosis impact her business?
Meg’s cancer diagnosis forced her to slow down and reevaluate her priorities. While undergoing treatment, she had to step back from some business activities but found the strength to push forward and focus on recovery.

### 2. What changes did Meg make in her business over the last year?
Meg adopted a Turnkey Asset Management Program (TAMP) to streamline her investment processes, conducted her first annual client feedback survey, and completed her RICP® education. She also started meditating before client meetings to enhance her focus and presence.

### 3. What are Meg’s future goals for her business?
Moving forward, Meg aims to better support caregivers, reframe financial planning as a helping profession, increase her enjoyment of the job, grow the firm strategically, refine services for clients, and make the “invisible labor” more visible to clients.

## Conclusion

Meg’s journey through her seventh year in business has been filled with unexpected challenges and personal growth. Despite facing setbacks, she persevered and found renewed excitement for the future of her business. As she looks forward, Meg is focused on continuous improvement, better client service, and personal well-being. Her story serves as a reminder that resilience, self-reflection, and adaptation are crucial in navigating the ups and downs of entrepreneurship.

If you’re interested in working with a financial planner who values personal growth and client satisfaction, reach out to Meg at Flow Financial Planning for a consultation. Stay tuned for more insights and updates from Flow by signing up for their blog newsletter.

Remember, challenges are part of the journey, and how we respond to them shapes our growth and success in the long run.

Disclaimer: The information provided in this article is for educational and general information purposes only. It does not constitute financial advice. For personalized guidance, consult a financial planner or advisor. Reproduction of this material is prohibited without written permission from Flow Financial Planning, LLC.

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