The Solo Advisor Schedule That Actually Scales: Steal Jessica’s Workflow

Running a one-person firm and wondering how on earth you’re supposed to grow without working nights, weekends, and every 15-minute slot you accidentally leave open? 

Join XYPN member Jessica Goedtel, CFP®, EA, Founder of Pavilion Financial Planning, for a virtual event where she breaks down the high-structure, low-stress workflow she’s built to serve without burning out or losing her voice in the chaos.

What You’ll Learn:

• How she organizes her quarterly meeting cadence to stay proactive and centered.
• How her weekly theme blocks reduce context switching and mental clutter.
• How her daily routines protect focus time and keep mornings intentional.
• How she limits planning calls so they don’t sprawl across her calendar.
• She relies on workflows to maintain consistency and scalability.

Get an inside look at the exact routines, boundaries, and workflows Jessica uses to run a calm, capacity-ready firm.