Wheel Of Money Excercise Sheet
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1WHEEL OF MONEY EXCERCISE
The eight sections in the Wheel of Money represent the different
financial areas in your life. Use each section of the wheel as an as-
cending scale, with center of the wheel as 1(not satisfied) and the
outer edge as 10(very satisfied). Look at each area of your financial situation and rate your current
level of satisfaction , drawing a line to indicate your outer edge.
Example:
Income
Job/Career = 5
When complete, your wheel should
Level = 6
look similar to this example depending
on your rating levels for each area.
When rating, remember to refer to
Quality of Life = 7
Expenses = 8
your current financial situation and
use the following scale:
1
1= not satisfied
10= very satisfied
Financial
Debt = 5
Literacy = 5
When complete, use this to begin a
conversation or think about where you
Savings/Assets/
are financially, where you would like
Credit = 2
Retirement = 3
to be and begin setting some financial
goals to help you get there.
YOUR WHEEL OF MONEY:
Income
Job/Career =
Level =
Quality of Life =
Expenses =
1
Financial =
Debt =
Literacy
Savings/Assets/
Credit =
Retirement =
This work was created by PPL.
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Parent category: Financial