Work-Life Balance...How is it Possible?

By
Real Estate Agent with Compass CA DRE# 01215160

Our colleague Jeff Dowler, the Southern California Relocation Dude, has asked us to share our experiences with our quest for work-life balance. Check out The Challenges of Work-Life Balance - Your Personal Story and join in. We all learn from each other, and someone is bound to share a tip that helps another. 

I have been a licensed California REALTOR for over 20 years, but before that I started and operated a bookkeeping service for individuals and small business persons. My quest for work-life balance began in those early years, years when I was the sole support of myself and two teenage daughters. The need to earn a living was real and I am not intimidated by hard work, but soon I found myself feeling guilty if I wasn't working all the time.

alone time in the woodsOne day I had an "aha" moment --- if I had a "real job" (meaning a salaried position somewhere) I would have at least two weeks of vacation, plus holidays and sick leave. I decided I would "allow" myself time off, without guilt.

That was the start of my quest for work-life balance. I had to have a plan, a written plan, to keep me on track. Over the next many years I refined and expanded that plan to include all aspects of my life.

My challenge today is finding the right blend of not working too many hours (delegating some of the marketing tasks, for instance, helps) and keeping on track with my physical fitness goals (hiking, yoga, Pilates, total body fitness classes) which all refresh and energize me, enabling me to work more efficiently and happily.

My planning begins with a yearly plan, where I schedule vacations far in advance, and then a quarterly review and plan, my "check up" and re-focus if you will. Next, I make a weekly plan and finally a daily plan.

As you can see from the sample chart below, which I call my "Weekly Accountability Tracker" my work-life balance includes my personal time, time with spouse/family/friends/neighborhood groups, education, and various aspects of my real estate life.

I enjoy working and playing hard. I cherish time with my spouse, family and friends. I must have my alone time to meditate, visualize, reflect on things for which I'm grateful, time to think, to be jubilant -- time to simply "be."  It all needs to fit, to work together, for me to be happy and fulfilled. 

 

 

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Ambassador
3,184,095
Anna Banana Kruchten CRS CRB, Phoenix Broker
HomeSmart Real Estate BR030809000 - Phoenix, AZ
602-380-4886

Lottie I am pretty sure you've got this figured out being the hiker that you are!  That is quite the chart! I do the step thing and most days Ive reached 12K before 7:00 and it will be even earlier this summer.

May 05, 2017 11:09 AM #1
Rainmaker
1,383,553
Wayne Zuhl
Remax First Realty II - Cranford, NJ
The Last Name You'll Ever Need in Real Estate

Your accountability tracker makes me feel lazy! No doubt that you've found the work/life balance that everyone is searching for!

May 06, 2017 07:05 AM #2
Rainmaker
5,219,425
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

Lottie,

We are impressed and your chart is superb.  So delighted that you have found the perfect solution to achieve balance in your life.  A

May 06, 2017 01:05 PM #3
Ambassador
4,422,883
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Hi Lottie

I love that chart - what a terrific idea to have something right in your face to remind you!

Jeff

May 26, 2017 02:24 PM #4
Rainmaker
1,123,223
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

I think in San Francisco realtors really get work out walking up and down the sloped streets.  They all enjoy the cool breeze too.

I remember being driven in a realtor'car in Tucson.  The realtor said lets take a brake getting ice tea. I responded we just had ice tea 30 minutes ago.  It was 104 degrees.

May 29, 2017 07:44 AM #5
Rainmaker
1,951,137
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Hi Sam, I always get a kick out of walking to a showing -- I know I have the best job in the world!

 

May 29, 2017 07:14 PM #6
Rainmaker
806,787
Kasey & John Boles
Jon Gosche Real Estate, LLC - BoiseMeridianRealEstate.com - Boise, ID
Boise & Meridian, ID Ada/Canyon/Gem/Boise Counties

I LOVE that accountability tracker.  Also...what a great AHA moment.  Self-employment, self-motivation often can lead to working all the time, but you are right, you need the time off and the vacations, guilt free.  -Kasey

Jun 01, 2017 01:56 PM #7
Rainmaker
523,534
Steffy Hristova
HomeSmart Elite Group Tempe AZ Tel: 480-966-9353 - Tempe, AZ
Tempe AZ Realtor - Your Home Close to Your Work!

Lottie,

This post has been such a 'aha' moment for me. I was surprised that I was not among the people who had commented. I found the accountability tracker very, very helpful and useful.

Feb 26, 2020 07:00 PM #8
Rainmaker
1,951,137
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Hi Steffy Hristova - I'm glad that accountability tracker is helpful to you. I continue to use it, and if I stopped, I'd feel lost. 

Feb 26, 2020 07:36 PM #9
Rainmaker
3,858,690
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

Hello Lottie - the Boast-A-Post written by Steffy Hristova made me realize that I had seemingly missed this post when you orginally published it.  Well, that has now been rectified.    I can see why Steffy was inspired by it.  

Feb 27, 2020 09:17 AM #10
Rainmaker
1,951,137
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Thanks for checking out this post Michael Jacobs . It was kind of Steffy Hristova to "Boast" it, and I'm tickled that she found it of value.

Feb 27, 2020 11:16 AM #11
Rainmaker
1,623,673
Carol Williams
Although I'm retired, I love sharing my knowledge and learning from other real estate industry professionals. - Wenatchee, WA
Retired Agent / Broker / Property Manager

Hi Lottie,
I'm here because Steffy Hristova highlighted it in her post for the Boast A Post Challenge. I'm retired now and work-life balance doesn't seem so important but I feel like I waste a lot of time. If I modify your accountability tracker I should be able to make myself a bit more efficient with my time.

Mar 01, 2020 11:26 AM #12
Rainmaker
1,951,137
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Feel free to modify that accountability tracker to work for you. As you can see, I use it for many aspects of my life, not just "business."

Mar 01, 2020 05:55 PM #13
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Rainmaker
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Lottie Kendall

Helping make your real estate dreams a reality
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