Wheel of Life Assessment

This exercise will help you assess your growth, satisfaction, and development in a number of important facets of life. By completing the Wheel, you will gain insight into the level of balance and life satisfaction you are now experiencing.

You will also have the opportunity to set priorities and give yourself a target to aim for — perhaps inspiring you to set some financial and other life goals.

View a sample Wheel of Life assessment

Wheel of Life Assessment

You will also have the opportunity to set priorities and give yourself a target to aim for — perhaps inspiring you to set some financial and other life goals.

Before You Begin...

To complete the wheel, give a number that reflects your current level of satisfaction, followed by a number that conveys where you want to be 6-12 months from now. Use a scale of 0-10, with 10 being the most satisfied.

How do you feel about your family life right now?

Reflecting On Your Wheel

With your wheel in hand (don’t forget to download it for future reference!), sit back and see what it looks like. Resist the temptation for self-judgment and see what your Wheel might be telling you. Consider some of these questions as you reflect:

Have you ever thought about your life in this way before?
Were there any surprises when you completed the Wheels? Any “ah ha’s”?
Looking at areas where you feel on course, what are the strengths that can foster growth in other areas? What do you feel most proud of?
Looking at areas with lower levels of satisfaction, what might be a reasonable target for growth or change in the next 6-12 months?

What insights can you gain from this visual image?
What would it take to increase your level of satisfaction in your high priority facets?
Are there concrete next steps that you can identify to achieve a more balanced Wheel? For each facet, what would a “10” look like?
Are there goals that emerge from this exercise that inspire you to move forward?

We Invite You to Join Us!

Let’s start talking about women and money in an unapologetic and unabashed way. For our part, we will continue to address the challenges our clients face, encourage them to venture outside their comfort zone, and empower them to recognize the strengths they already possess, in finance and beyond.