Tool: heel of life - Prosper Canada

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PROSPER CANADA I www.prospercanada.org Tool: Wheel of life Financial Wheel: Suggested follow-up questions Which area(s) do you most want to improve? What financial goal(s) could you set for that area/those areas? My goal is/goals are: When do you intend to begin addressing that goal/those goals? (Answer for each goal.) 1 2 3 4 5 6 7 8 Clear the form Save Print

Transcript of Tool: heel of life - Prosper Canada

Page 1: Tool: heel of life - Prosper Canada

PROSPER CANADA I www.prospercanada.org

Tool: Wheel of life

Financial Wheel: Suggested follow-up questions

Which area(s) do you most want to improve?

What financial goal(s) could you set for that area/those areas? My goal is/goals are:

When do you intend to begin addressing that goal/those goals? (Answer for each goal.)

1 2 3 4 5 6 7 8

Clear the form Save Print

Page 2: Tool: heel of life - Prosper Canada

PROSPER CANADA I www.prospercanada.org

Tool: Wheel of life

Instructions:Each pie slice below represents an area of your financial life. Mark your level of satisfaction for each by drawing on the dotted line associated with the number scale shown. The closer you are to a 10 on the outside of the circle, the more satisfied you are with that area of your life.

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Banking Debt

Savings Credit report

BudgetingMonthly expenses

Income Other: