Episode #10: Creating a Life with Events Supported by Your Dollars and Cents

Every week it is my goal to share stories from successful business owners and their relationship with time.  Today’s guest is Amy Irvine, CFP®, EA, MPAS®, CCFC. Amy is the Founder and Owner of Rooted Planning Group, a group that consists of 5 financial planners and 2 part-time staff members.

She holds a Master’s Degree in financial planning and is a Certified Financial PlannerTM, Enrolled Agent, Certified College Financial Consultant, and a Financial Wellness Coach with over 26 years of financial planning and industry experience. Amy is passionate about family, finances, and wine, which comes through in who she is and what she does. She describes herself as a wife, daughter, good friend, who happens to also be a financial planner.

Amy is passionate about helping her clients create a life with events that are supported by their dollars and cents.  In order to maximize the number of clients Amy can serve, she deliberately created a company where each employee is maximizing their strengths and skills.  Listen in to find out how Amy controls her time.

Time Management Strategies for Success:  

Compartmentalize - “If I'm working on a group of tasks, I shut everything else down. I really have that particular time I'm going to focus on that particular task.” Time Blocking - “ Mondays are our big client prep day. We can focus on what needs to be done for these clients.” Delegation - “Delegation is an evolving muscle. Everybody has to work on it, but we're working on it as a team to say, “Who really needs to be doing that job? What's my role at the company?”Email - “One of my big issues, and I think for a lot of people, is email. Using filters is huge.”  Office hours - “We have office hours for team questions. Once a week, usually on a Wednesday, there is a time blocked on the calendar. Anybody can show up, anybody can sit in, you might not even have a question, but you just want to learn from somebody else.”Systems / processes - “When it's just you, or you and one other person, it's easy to have systems in place. It’s easy to tweak them and easy to follow through on them. When you start adding team members, you find that many of those systems were great for one or two people, but you have to modify them when more and more team members start to become involved in that process.”

Here’s how Amy likes to spend her 25th Hour:

Learning about wine, going to wineries

Resources Referenced:

Wine and Dime PodcastClockwork: Design Your Business to Run Itself by Mike Michalowicz

Ready to chat with Amy?  You can reach her here:

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