How We Spend Our Time: Dissecting Your Wheel of Life

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It’s one of the first principles I present to clients when we dive into financial planning. Before we can make plans for the future as well as adjustments to the present, we need to understand what your personal “Wheel of Life” consists of. The Wheel of Life represents nine core areas where we typically spend our time: finances, family, health, leisure, learning, inner growth, home, community, and work.  Created by an organization called Money Quotient, this is one of the financial planning tools we use to help us get to the heart of our client’s values and priorities, establish […]

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Flourish Financially with Kathy Longo