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Wheel of Life Template

Are you looking for a simple, straightforward way to help your clients gain a better understanding of how they are doing in the various areas of their lives? The Wheel of Life Template is the perfect tool to help them achieve the insight they need.

This template is designed to help individuals take a step back and assess how they are doing in eight major areas of their lives. The eight categories are: career, finance, health, relationships, personal growth, recreation, contribution, and home environment.

The Wheel of Life Template helps your clients gain a more holistic view of their lives. It gives them an opportunity to reflect on what is and is not working in their lives and identify areas for improvement. It is a great way to get a baseline of where they are at, which will help you create a plan to reach their goals and identify potential blocks or challenges that need to be addressed.

By using the Wheel of Life Template with your clients, they can gain valuable insight into their current situation and develop a plan to move forward.

Wheel of Life Template

  1. Career (score from 1-10)
  2. Finances (score from 1-10)
  3. Health (score from 1-10)
  4. Family & Friends (score from 1-10)
  5. Love/Partner (score from 1-10)
  6. Personal/Spirtual Growth (score from 1-10)
  7. Fun & Recreation (score from 1-10)
  8. Physical Environment - Work/Home (score from 1-10)
  9. Remember, this is not about getting 5s in all.  It’s about a smoother ride. If this wheel were a tire on your car, how bumpy would the ride be? In which dimensions do you want to bring more balance?
  10. Where are you over investing?
  11. Where are you under investing?
  12. What actions could you take to close the gaps that are meaningful for you?
  13. Please feel free to upload any document with your reflections
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