Blending Life, Wealth, Work & What's Next
September 11, 2018

How to Prepare Yourself and the Company for a Sabbatical

Lisa recently wrote about her sabbatical experience for the FPA's Journal of Financial Planning.  Read an excerpt below, and check out the full article here:

Recently, I returned from my second six-week sabbatical in six years. Under two different teams, I was able to (almost) completely unplug from the business. In preparing for my most recent sabbatical, I received interesting feedback from a variety of business owners—including some financial planners. While most were very supportive, many could not imagine being able to leave their business for even a two-week vacation. In a world where many of us will chose or need to work longer—and also need to build a succession plan—a break from our businesses is not a “that would be nice to do,” but rather a requirement for being successful on many fronts.



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