Wheel of Life Assessment

Wheel of Life Assessment

Our Wheel of Life Assessment is one of our tools we use with brokers, managers and team leaders in our Private Client program.  We believe in measuring progress and stepping back from time to time and evaluating how to improve.  The Wheel of Life Assessment is an 11×17 PDF file which gives you visual overview of where you are and what you should prioritize working on for your personal development.


Wheel of Life Assessment Philosophy and Methodology

We are really intentional in our own lives and encourage our clients to live in the same.  With that said, our tools and core systems are designed the way they are on purpose and through years of trial and error.  Everything we do has a reason behind it.

This tool is designed to keep you on track and focus on what’s going to move the needle in your business.

We are happy to walk you through it if you have any questions.  Feel free to contact us anytime.


Wheel of Life Assessment


Step One

If you haven’t already, download the PDF file.


Step Two

Go through each area of your life.  For each area, rate how you are feeling you are doing in that area of your life from 1-10 and color the chart accordingly.  Then define and articulate what is your ten year vision is for that area.    Finally, define the top three, one year goals.


Step Three

Once you have the sheet filled in, go back through and decide what one area you will focus on for the next thirty days.  Take the time to block the time in your calendar to accommodate your goals.  For the second and third areas of focus, put the items in your to-do list.


Step Four

Print out to track progress.


Step Five

Repeat quarterly and measure growth.


Download the Wheel of Life Assessment PDF


As always, we are here to help.  If you have any questions please feel free to contact us anytime.