Below are 10 aspects of sound, financial well-being.
Use the sliders to indicate your current satisfaction level with each area in your life right now.
The final 'wheel' will show you how balanced your financial reality is.
If that wheel was on your car, how bumpy would the ride be?
0% - 33% - Low Satisfaction: "It seems there are a few key areas where you could benefit from extra attention and strategy. Consider booking a Financial Clarity Call to map out a plan and take your next steps confidently."
34% - 66% - Medium Satisfaction: "You’re doing well in several areas, but there’s still room for growth. Let’s identify the gaps and create a focused plan to elevate your financial well-being. Schedule a Financial Clarity Call to explore how we can improve your financial outlook."
67% - 100% - High Satisfaction: "Great job! You have a strong foundation in place. For specific financial advice, you may want to consult a certified financial planner. If you're looking to fine-tune other areas of your life or career, consider scheduling a 60-minute Coaching Call or a 'Life Blueprint VIP Day' for a deeper dive."
The point of this isn't to make you feel shame or guilt. It's to provide some clarity about where things are working well, and where they could work better. If one of the areas needs improvement, click the button to explore next steps.