Score each goal against the Wheel of Life Categoriesġ) Porsche: Will it improve their Finances? No. ![]() (OK, so I know YOU know the answer here and your client may 'intellectually' know the answer, but let's see how this goes.) Let's assume two of the items on a client's list are 1) Buy a Porsche and 2) Be a great father. What about SMART Goals? See our Complete Guide to SMART Goals here > Helpful Example If you were to prioritise your Top 3 (or 5) goals from this list, which goals would you choose?.How does this exercise affect the priority they will place on their goals going forwards?.How do they feel after doing this exercise?.What have they learned about themselves?.What do they notice about their scores?.Now review with your client which Be/Do/Haves or goals get the highest and lowest scores.Keep going until each Be/Do/Have or goal has been scored against all the Wheel of Life categories.TIP: ½ points can also be allocated if appropriate. TIP: Using check or tally marks where people make a vertical line for each point, then striking through diagonally on the 5th point to create groups of 5 works well. Then for each "Be/Do/Have" or goal on their list, ask your client to give that item ONE point for EACH area on the Wheel of Life that is improved.Next, ask your client to take each item or goal and using the standard Wheel of Life template categories ask, "Will achieving this goal improve my satisfaction in this area?".TIP: You can do this in session, but it's great to give this step as homework beforehand. TIP: I call this the "Wacky Wild Brainstorming List" and ask clients to write everything they can think of to "Be, Do or Have", no matter how wacky or wild! ![]() One great way to do this is to ask them to, "List everything they want to Be, Do and Have in Life".
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