Meredith C. Moore, Founder and CEO of Artisan Financial Strategies, has intentionally designed her business to create a happy and wealthy life. Instead of just running the business, she has implemented a process and system so that she can build the life she wants around it. She structures her calendar in three types of time blocks – “tactical” matters (time to work “in the business”), strategic time (time to network, or work “on” the business), and down time (vacations, rejuvenation). These time blocks help her to create greater sustainability so she can operate at a higher level and won’t burn out. Her work is centered around helping individuals meet financial and personal goals through empowering them with knowledge, skills, and insights, whether it’s creating a comprehensive financial plan, working to understand and advance women’s issues, or serving as mentor for other professionals. Meredith is a great example of how a person can consciously cultivate a healthy work-life balance and embodies what being a Wild Web Woman is all about!
Meet Meredith C. Moore!
What do you love most about having your own business? I love the ability to create a business around the lifestyle I want, while serving others at a high level.
What is most challenging about running a business? Acknowledging the responsibility I have for my team and my clients.
What are some of your proudest accomplishments?
- Graduating from Leadership Atlanta
- Being known as one of the top women financial advisors in Atlanta
- Being a great mom to my son
- Surviving brain cancer, my mom’s death and a divorce in a 2 year period
What are some professional risks you’ve taken that led to positive outcomes? I invested in staff and consultants that I couldn’t completely afford.
Where’s your favorite place to get work done? I do my monthly strategic plan at a cool coffee shop overlooking the Chattahoochee River in Atlanta. I find it inspires me and allows me to think about strategy. By getting out of our offices, where I am working “in” the business, I can focus more and just think.
Name three web tools you can’t live without.
Do you have any professional role models? If so, who?
- Dorie Clark – has taught me how to drive my own content and brand and to Stand Out.
- Sallie Krawcheck
What is the one book you would recommend other female entrepreneurs read? Traction by Gino Wickman.
Do you have favorite podcasts?
Are you part of any mastermind or networking groups? If so, which ones?
- I’m part of a Mastermind of other financial advisors through Coach Joe Lukacs
- I participate in Dorie Clark’s Recognized Expert mastermind, as well.
What does your typical day look like?
- 5AM – 10am – my morning success ritual – workout, read quarterly game plan, journal, stretch, decide most important daily priorities, meditate, get ready for my day.
- 10AM – 6PM – team meetings, client meetings, networking functions
- 6-9PM – chill with family
- 9PM – bed
How do you unplug from work? Good film and movies, glass of nice wine.
What tips for maintaining work/life balance would you give to other businesswomen? Be intentional about your calendar and the slots available. Pre-book all vacation slots well in advance, as well as self-care time, so that you can’t book over it.
What’s something you do every day to take care of yourself? I read my quarterly game plan that is focused on who I want to be, as well as personal and professional goals/projects.
What is a quote you live by? “A winner never quits and a quitter never wins.”
What investments have most helped your business grow? I get the most ROI off of personal development courses, the best consultants and staff that I can afford.
Business-wise, where do you see yourself in 10 years? I will still be working, but maintaining my sustainability.
What advice would you give your younger self? Intentionally go seek out the best mentors that I could find that operate at a very high level.