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Financial Wheel of Life, Life Balance Wheel (Digital Download)

Regular price $2.97

Your Financial Wheel of Life

When it comes to your personal finances, balance is critical to your success. Maintaining the balance between different financial concerns helps ensure that every aspect of your finances gets the attention it needs. As a result, you can avoid problems with debt and make headway to reach your financial goals, too.

That’s the idea behind a Financial Wheel of Life. It’s based on an Eastern philosophy concept of a Wheel of Life, where each spoke of the wheel represents a different area of interest or need. These areas pull you in different directions, demanding your time and energy. It’s up to you to balance your time between all of the areas in order to bring your whole life into balance.

A Financial Wheel of Life does the same thing for your financial outlook. It shows you how to balance your time, money, and effort between all of the different areas of interest in your financial life.


HOW THIS FINANCIAL WHEEL CAN HELP YOU

BUDGETING - Make sure bills/expenses are balanced with what you earn.

DEBT - Keep debt under control and minimized so it doesn't turn into a monster.

SAVINGS - Set money aside every month to reach your goals or overcome challenges.

CREDIT RECORD - Make sure your credit report is clean and maximize your credit score.

BASIC NEEDS - Life necessities like housing, transportation and related cost like insurance.

HEALTH NEEDS - Keeping your family healthy and ensuring they are protected if something happens.

BANKING - Take time to compare accounts, monitor transactions and watch for fraud.

RETIREMENT - Maintain lasting financial stability, even into your golden years.


★ What is included in Your File?★

  • Wheel of Financial Life Balance
  • Budgeting & Debt Action Plan
  • Saving & Credit Record Action Plan
  • Retirement & Insurance Action Plan
  • Housing & Emergency Fund Action Plan
  • Vision Board
  • Vision Board Overview
  • Grid Notes
  • Dots Notes
  • To-Do List
  • 2 Exemples
  • Whist List
  • Front Cover
  • Back Cover


Instant digital download, no print will be mailed