A CEO’s network of close advisors, c-suite executives, and stakeholders holds him or her accountable for achieving important goals. Creating your own “board of directors” can help you improve your Return on Life, clarify your goals, hold you accountable and reevaluate your relationship to your work.

Consider offering seats on your board to these six people.


It can be invaluable to have the assistance of an established, experienced professional in your field. If you’re looking at your $Lifeline (a tool we use in our practice), think about someone you know who has had the kind of career you’re envisioning. Those professionals could share lessons they learned, mistakes they want you to avoid, and feedback they have on your next big idea.


In addition to providing some of the same insights a mentor does, business coaches often have a higher level of systemization and accountability. There might be a place on your board for both a mentor and a coach. You might benefit from a coaching relationship if you are more likely to commit to things you schedule and pay for.

Healthcare team

Having good health, especially as we age, truly is our “wealth”. It takes a team approach to manage our healthcare these days from traditional medicine to functional medicine. There is a shortage of primary care physicians (PCP) and you want to have one before you need one or it may take you months to get into someone’s practice. More people subscribe to preventative medicine and those providers so they stay healthy. You may consider the services of a nutritionist, chiropractor (they aren’t just for bad backs), acupuncturist, yoga teachers, and more. 

Networkers and Centers of Influence

Is there someone you know who seems to know everyone? If not, you might want to explore professional organizations that can broaden your connections. Consider joining a Rotary Club or Chamber of Commerce in your area. CEO groups like YPO (for younger CEOs) and EO (for entrepreneurs) organize their members into forums where they can converse with each other. Engaging on social networks like LinkedIn can help you strengthen the connections you already have and identify potential board members.

Family and Friends

When you’re struggling, when you need extra support, and when it’s time to celebrate, those who know you best are able to recognize it. Rather than keeping business and family separate, consider sharing your long-term plans with your spouse, siblings, parents, or a close friend. Other people on this list will probably focus on your professional progress, but your loved ones can help you find a balance between work and life so that you can succeed in both. You’ll have a loved one there to encourage you on those days when you feel you’re too far from your goals.

Financial Advisor

We may have a slight bias here. But we’re also very confident that our Return on Life Planning process can help you take in the big picture, establish goals, track your progress, course-correct when necessary, and get the best life possible with the money you have.

When life and money cross paths, we want to be your first call. Take your Return on Life Index now here.

Recent Posts