Careerwork, purpose, ambition
Moneysecurity, spending, saving
Healthenergy, sleep, movement
Growthlearning, creativity, confidence
Relationshipsfamily and friends
Lovepartner, romance or dating
Fun & restplay, hobbies, real downtime
Homewhere you live, how it feels

Example wheel. Change any score to make it yours.

CareerMoneyHealthGrowthRelationshipsLoveFun & restHome

Lowest right now: Fun & rest, 3 out of 10.

That’s usually the best place to start. A small change there tends to lift everything else.

Book a free call

Average score: 5.8 out of 10

Marketinggetting seen
Salesturning leads into clients
Customerskeeping them happy
Teampeople and roles
Operationssystems and tools
Financescash and margins

Example business check-up. Change any score to make it yours.

MarketingSalesCustomersTeamOperationsFinances

Lowest right now: Sales, 4 out of 10.

That’s usually the best place to start. A small change there tends to lift everything else.

Book a strategy call

Average score: 6.0 out of 10

Sleephours and quality
Nutritionwhat you eat and drink
Movementsteps, training, stretching
Stresshow calm you feel
Energyhow you feel by 4 pm

Example wellness check-in. Change any score to make it yours.

SleepNutritionMovementStressEnergy

Lowest right now: Stress, 3 out of 10.

That’s usually the best place to start. A small change there tends to lift everything else.

Book a free consultation

Average score: 5.0 out of 10

Budgetknowing where it goes
Savingsa cushion for surprises
Debtwhat you owe
Incomehow steady it is
Investinggrowing your money
Retirementthe long game

Example money check-up. Change any score to make it yours.

BudgetSavingsDebtIncomeInvestingRetirement

Lowest right now: Investing, 3 out of 10.

That’s usually the best place to start. A small change there tends to lift everything else.

Talk to an advisor

Average score: 4.8 out of 10

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