Life Mapping & Personal Vision Assessment
This tool will help you reflect on how fulfilled and aligned you feel across key areas of your life. You'll rate yourself in seven categories, answer a few short reflection questions, and identify the areas that need the most support right now. Use your completed assessment as a guide during the upcoming in-person event to get connected with experts and tools that match your goals.
Name: _________________________ Date: _________________________
"Clarity about what matters provides clarity about what doesn't." – Greg McKeown
CATEGORIES
Financial Wellbeing
On a scale from 1–10, how would you rate your overall financial wellbeing?
1 (Very Poor) ––– 2 ––– 3 ––– 4 ––– 5 ––– 6 ––– 7 ––– 8 ––– 9 ––– 10 (Excellent)
- What's your biggest financial stress right now?
- What's one thing you wish you felt more confident about with money?
- What would "financial peace" look like for you?
Physical Health
On a scale from 1–10, how would you rate your physical health and energy?
1 (Very Poor) ––– 2 ––– 3 ––– 4 ––– 5 ––– 6 ––– 7 ––– 8 ––– 9 ––– 10 (Excellent)
- How do you feel in your body most days?
- What habits or routines have helped you feel your best?
- Where do you feel stuck or inconsistent?
Mental & Emotional Health
On a scale from 1–10, how would you rate your mental and emotional wellbeing?
1 (Very Poor) ––– 2 ––– 3 ––– 4 ––– 5 ––– 6 ––– 7 ––– 8 ––– 9 ––– 10 (Excellent)
- What helps you cope when stress shows up?
- When do you feel most calm, clear, or centered?
- What's something you know would help, but haven't made time for?
Career Fulfillment
On a scale from 1–10, how fulfilled do you feel in your career or daily work?
1 (Very Poor) ––– 2 ––– 3 ––– 4 ––– 5 ––– 6 ––– 7 ––– 8 ––– 9 ––– 10 (Excellent)
- What part of your work feels most meaningful or energizing?
- Where do you feel undervalued or misaligned?
- What's one goal or shift you'd love to make?
Time & Energy Management
On a scale from 1–10, how well are you managing your time and energy?
1 (Very Poor) ––– 2 ––– 3 ––– 4 ––– 5 ––– 6 ––– 7 ––– 8 ––– 9 ––– 10 (Excellent)
- What usually drains your energy the fastest?
- Where do you waste the most time unintentionally?
- What would it look like to feel more in control of your time?
Personal Growth & Learning
On a scale from 1–10, how engaged do you feel in your personal growth or learning?
1 (Very Poor) ––– 2 ––– 3 ––– 4 ––– 5 ––– 6 ––– 7 ––– 8 ––– 9 ––– 10 (Excellent)
- What's something new you've been wanting to learn or try?
- Where do you feel like you're outgrowing your current routine?
- What excites you about your future?
PERSONAL SUMMARY
Your Priority Focus Areas Review your ratings. Which 2–3 categories had the lowest scores?
Write them here:
Event Navigation Guide
Icon Key – Match These at the Event:
Financial Wellbeing
Physical Health
Mental & Emotional Health
Relationships & Social Life
Career Fulfillment
Time & Energy Management
Personal Growth & Learning
Event Navigation Tip:
At the upcoming in-person experience, look for booths with your matching icons. Each expert is ready to support one or more of these focus areas. Bring this page with you—or snap a picture of it—to get the most out of the experience.
Notes or Action Steps:
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Personal Notes
Use this space to capture your thoughts, insights, and action steps throughout your personal assessment journey.
Key Reflections:
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Questions to Explore:
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Action Steps:
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Ideas & Inspirations:
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Return to these notes regularly as you implement changes and track your progress across your priority focus areas.