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

As 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 Matters

Your 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 life

Money alone doesn’t fix misalignment

Sustainable success starts with clarity, boundaries, and honest reflection

This audit helps you step out of reaction mode and into intentional CEO leadership.

Part 1: Where Are You Right Now?

1. Energy Audit

Take an honest look at where your energy is going — and where it’s being drained.

Rate each area on a scale of 1–10:

Workdays

Client interactions

Creative work

Home life

Mental load

Physical energy

Anything consistently under a 5 deserves attention — not guilt.

2. Time Audit

Ask 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 work

Admin / busywork

Marketing

Family & personal life

Scrolling / numbing

Rest (real rest)

Then ask:
Is my time aligned with my priorities — or just my habits?

3. Money Audit

This 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 Audit

Finish 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 Audit

Ask 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 Audit

Shift 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 Addition

Before 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 Rule

Choose:

3 business priorities

3 life priorities

Ask:
If I focused only on these, would my life and business improve?

Everything else can pause, be delegated, or simplified.

9. Support Audit

You 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 Planning

Instead 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-In

Ask:

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 Forward

Every 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 Thoughts

You are allowed to:

Change your mind

Want something different

Build a business that feels good and pays you well

Choose alignment over hustle

Your 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