Self-Reflection: Understanding Who You Are
This exercise is designed to help you reflect deeply on your identity, purpose, values, and impact. Take your time with each prompt – there are no right or wrong answers. The goal is honest, considered reflection that will shape everything that follows.
The Wheel of Life
Score each life domain from 1 to 10, where 1 represents very low satisfaction and 10 represents full satisfaction at this moment in time. A score of 10 does not mean perfection – it simply means you are genuinely satisfied with this area right now. Your scores can and will evolve over time.
Goal Setting & Direction of Travel
Having reflected on who you are and where you stand today, it is time to look forward with clarity and intention. This section takes you from a compelling five-year vision all the way down to the specific daily actions that will create meaningful progress.
Imagine yourself five years from now, with everything having gone well. Suspend self-doubt and describe this future as though it has already happened. What does your life look like?
With your five-year vision held clearly in mind, work backwards to identify the milestones that will confirm you are on the right path.
Use this tool to understand your current financial position and ensure your goals are grounded in financial reality. All figures are monthly unless stated.