Lifestyle Goals – Example
Buy a house with a yard.
Have groceries delivered.
Hire a housecleaner.
Live somewhere conducive to exercise.
Move toward the ocean.
Create a nice yard.
Hire a gardener to do all yard work.
Don’t do any work-related tasks during the weekends.
Work 40 hours a week.
Work 35 hours a week.
Home Location (specify year if the goal will change later):
Environment: ___Beach ___City ___Mountains ___Lake ___River ___Park ___Densely populated ___Spacious
Climate: ___Hot ___Seasons ___Snows ___Rains
Near amenities: ___Gym ___Stores ___Restaurants ___Park___ Freeway
Neighbors: ___________Ethnicity(s) ___Blue collar ___White collar
_____Age ___Singles living ___Children ___Senior living
Privacy from: ___Neighbors ___Clients ___Students ___Patients
Housing Type: ___Apartment ___Condo ___Town Home___House
___Yard ___Patio ___Balcony ___No Yard
Location of Work
Within ____ minutes from home
Near amenities ___Gym ___Stores ___Restaurants ___Park
No. of work hours ___________
Hours Spent Frequency Delegated To Dollars Spent
Cooking _________ _________ _________ _________
Cleaning _________ _________ _________ _________
Gardening _________ _________ _________ _________
Lawn _________ _________ _________ _________
Laundry _________ _________ _________ _________
Ironing _________ _________ _________ _________
Errands _________ _________ _________ _________
Paying bills _________ _________ _________ _________
Organization _________ _________ _________ _________
Wheel of Life
Is your life balanced the way you would like it to be? Is the way you are spending your time in alignment with your values and priorities? You can use this wheel to evaluate how you are spending your time and to determine if want to make any shifts.
Wheel of Life Example
This wheel represents all the waking time you have available. Select the activities you currently balance in your life. Draw the sections (pie wedges) on the wheel and assign percentages to represent the relative amount of time you spend on each activity (assigning percentages is optional). Then mark the pie wedges you would like to reduce (in red) and the pie wedges you would like to increase (in green).
Household/life maintenance Home improvement
Personal growth Health/Exercise
Volunteer work Managing finances
Planning, visioning, goal setting
Next: Home Purchase, Maintenance, and Repair