Financial Well-Being

1. If 4 or greater average: You have a good financial balance in your life. Have you mapped out the next steps in your financial journey? If something happens to you such as death, disability or long term care, are others you care about well prepared to deal with the issues? .
2. If 2.5 to 3.99 average: You have a moderate financial balance and may need some help increasing this area of your wheel of life. If something happens to you such as death, disability or long term care, are others you care about well prepared to deal with the issues? Have you had a check up with a Certified Financial Planner™ lately?
3. If less than 2.5 average: You have some serious financial balancing issues that need immediate attention. If something happens to you such as death, disability or long term care, are others you care about well prepared to deal with the issues? Schedule a meeting with your financial advisory team and consider a consultation with a Certified Financial Planner™.

Personal Growth

1. If 4 or greater average: Your emotional health and overall personal growth is well above average. As your business grows and you become more successful, can you keep this area healthy and growing?
2. If 2.5 to 3.99 average: You have a moderate level of personal growth, an area which often is neglected as a business owner builds their business and it becomes increasingly successful. Consider ways to build on your emotional health and spiritual growth.
3. If less than 2.5 average: You have neglected your personal growth areas, which is typical for most business owners as they build their business and become more successful. Strongly consider ways to build your emotional health and spiritual growth.
   

Productive Pursuits (Your business)

1. If 4 or greater average: Your productive (work) pursuits are well above average. This is generally one of the strongest areas of most business owners' wheel of life.
2. If 2.5 to 3.99 average: Your Productive (work) pursuits are a bit above average. Consider ways to increase the productivity of your workplace, both in monetary terms and to help you derive a sense of purpose and accomplishment from your work.
3. If less than 2.5 average: Your Productive (work) pursuits are seriously in need of a check up! Is your team really going to perform and be there when you need them the most? Strongly consider ways to increase the productivity of your workplace, both in monetary terms and to help you derive a sense of purpose and accomplishment from your work.

Home & Location

1. If 4 or greater average: You have a strong sense of well being about your home and where you live. Is this feeling shared by your family?
2. If 2.5 to 3.99 average: You have an above average sense of well being about your home and where you live. A discussion with your life partner may be needed.
3. If less than 2.5 average: You have a below average sense of well being about your home and where you live. This will often cause additional stress or make it more difficult for you to decompress after a hard day at work. Discuss this area with your life partner and consider options to improve your situation and how they may impact other areas of your wheel of life.
   

Leisure/Recreation

• If 4 or greater average: You have a good approach to activities for personal enjoyment and time away from work to refresh the bond, mind & spirit. This time away from the business is important to a healthy life balance.
• If 2.5 to 3.99 average: You have a modest approach to activities for personal enjoyment and time away from work to refresh the bond, mind & spirit. Do you find your productivity at work decreasing or your relationships with your life partner or family suffering when you have limited leisure and vacation time.
• If less than 2.5 average: You have a below average approach to activities for personal enjoyment and time away from work to refresh the bond, mind & spirit. Do you find your productivity at work decreasing? Are your relationships with your life partner or family suffering when you have little or no leisure and vacation time? It's time to schedule a fun family vacation or a getaway with just you and your life partner!
  
  

Community & Social Relationships

• If 4 or greater average: You have a strong community and social network. In addition to providing you with a sense of belonging, you have the ability to make a positive impact where you and your family live. A strong social network is one key element of the top 5 areas that our Top CEOs find help them in their daily lives and adjust better to retirement and health problems. It is also a key to a strong Significance plan for most business leaders.
• If 2.5 to 3.99 average: You have a modest social network and community involvement. This is normal in the early phase of building a business but can hurt your life balance as your business grows and matures. A strong social network is one key element of the top 5 areas that our Top CEOs find help them in their daily lives and adjust better to retirement and health problems. It is also a key to a strong Significance plan for most business leaders.
• If less than 2.5 average: You have a below average social network and community involvement. This is normal in the very early phase of building a business but can hurt your life balance as your business and family grows. A strong social network is one key element of the top 5 areas that our Top CEOs find help them in their daily lives and adjust better to retirement and health problems. It is also a key to a strong Significance plan for most business leaders.
  

Healthcare & Physical Fitness

1. If 4 or greater average: Congratulations! You have achieved a good balance for your personal health, which is a major challenge for most business owners. A key to aging well, can you maintain the balance as you age and your business grows?
2. If 2.5 to 3.99 average: You have achieved a modest balance for your personal health, which is typical for many business owners. Can you afford greater success in the future if poor health keeps you from enjoying the fruits of your labor?
3. If less than 2.5 average: You have achieved a below average balance for your personal health, which is not unusual for many business owners. Can you afford greater success in the future if poor health keeps you from enjoying the fruits of your labor? This area needs attention from you soon - if this area breaks down on you on the Road, you may need more than a tow truck and a good mechanic.
   

Close Relationships

1. If 4 or greater average: You have a strong inner circle of friends and family that you interact well with most of the time. This is a key part of the Top CEO network that helps them deal with the rigors of being a business owner or executive.
2. If 2.5 to 3.99 average: You have an above average inner circle of friends and family that you interact well with most of the time. Taking this area from “good to great” can reap many rewards in your journey towards a strong Significance Plan. This is a key part of the Top CEO network that helps them deal with the rigors of being a business owner or executive.
3. If less than 2.5 average: You have a below average inner circle of friends and family. Very few top executives achieve a strong Significance Plan with few close relationships, people they can count on to support them in tough times and be honest when they need a reality check. This is a key part of the Top CEO network that helps them deal with the rigors of being a business owner or executive.

Intellectual Engagement

• If 4 or greater average: You have good activities and educational opportunities that help you increase your understanding of people and the world, while honing your knowledge, skills and mental acuity. You have a strong chance of aging well based on our studies of Top CEOs and other studies of healthy aging.
• If 2.5 to 3.99 average: You have moderate activities and educational opportunities that help you increase your understanding of people and the world, while honing your knowledge, skills and mental acuity. You have a modest chance of aging well based on our studies of Top CEOs and other studies of healthy aging. Look for more opportunities to engage your brain outside of your work activities.
• If less than 2.5 average: You have below average activities and educational opportunities that help you increase your understanding of people and the world, while honing your knowledge, skills and mental acuity. You may have a challenge to age well based on our studies of Top CEOs and other studies of healthy aging. Look for more opportunities to engage your brain outside of your work activities.