Purpose Financial Planning
Free balance wheel exercise

Balance Wheel:
A simple check-in for a life in balance

A quick check-in across eight areas of your life, bringing clarity to what feels aligned and what may need attention.

Takes about five minutes. No account required, and nothing is stored.

How it works

Rate each life area

Move through eight areas of life one at a time and rate how satisfied you feel in each right now.

See your wheel

Your ratings are plotted on a single wheel, so strengths and imbalances show up at a glance.

Start, stop, strengthen

Look at your highest and lowest areas, work through the reflection questions, and write down one step for each area that needs attention.

Purposeful tools for thoughtful builders

Enjoyed this exercise? Each week I share simple, purposeful tools to help founders and families slow down, get clear, and live with greater intention.