Step one of our relationship with you at Expert Wealth management is to work with you to establish what you want to get out of life so we can support those goals. But what if you don’t know yet?

When life is busy, or all our energy is sometimes focused in a particular area, it’s all too easy to find ourselves off balance, not paying enough attention to important areas of our life. While we need to have drive and focus if we’re going to get things done, taking this too far can lead to frustration and stress.

The Wheel of Life can help. It’s is a simple but powerful tool designed to help you get a graphical representation of the present balance between different areas regarding your personal life or organisation, and identify which will most benefit you by improving. Its typically been used in the context of “Life Coaching” but is equally relevant in financial planning, especially at the start of a client relationship. It can help to get you “into the helicopter”, a place where you can take a step back and look at your life holistically and with objectivity.

It can help to get you “into the helicopter”, a place where you can take a step back and look at your life holistically and with objectivity.

One of the great things about this approach is that you can use it to decide on your focus, for example your personal life or your business, and create your own headings to review.

The Wheel of Life example here uses a typical overall 8 sections of your life; you score your sense of satisfaction for each category, with 0 being worst and 10 being best, and enter your score in the box adjacent to the relevant segment, or shade it in.

Expert Wealth Management can then work with you to discover what your scoring means, using the central metaphor of “if this wheel were a tyre on your car, how bumpy would the ride be?”.