Is Your Family Operating Like a Well-Run Business?

In this episode, Melissa Joy, CFP®, explore how families can apply business strategies to create structure and intentionality at home. Our guest, Kelly O'Donnell, an expert in the Entrepreneurial Operating System (EOS), introduces the Vision Traction Organizer (VTO)—a tool that helps families define core values, set a long-term vision, and break goals into actionable steps.

Kelly shares how identifying what truly matters can guide financial decisions, time management, and overall family priorities. She also discusses the benefits of quarterly family meetings and "same page meetings" for spouses to ensure alignment and clarity. By integrating structured planning and financial strategies, families can create a stronger sense of purpose while maintaining flexibility for life’s unexpected changes.

Whether you want to strengthen family bonds, improve communication, or set clear financial and personal goals, this episode offers practical insights to help you build a more organized and intentional family life.

Resources & Links:
📌 Connect with Kelly O'Donnell
📌 Learn more about EOS & the Vision Traction Organizer
📌 Download the VTO template:https://pearlplan.com/wp-content/uploads/2025/02/Family-VTO-Template.pdf

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