MORE WEALTH · A CONVERSATION TOOL
The Financial Wheel
See where you feel strong, where you feel stretched and where a conversation could create a stronger financial future.Rate each area from 1 to 10. There is no perfect wheel.
Do not add the scores.
The useful part is the conversation, not a total.
Talk about the gaps
- Where are we strongest?
- Where are we furthest apart?
- What is the ONE financial area we want to improve this year?
- What do we need to do in the next 30 days to start?
Save this wheel and revisit it annually.