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Wheel of Money2

The document describes an exercise called the "Wheel of Money" which is used to assess satisfaction levels across eight different financial areas of life. Participants rate their current satisfaction level for each area on a scale of 1 to 10, with 1 being not satisfied and 10 being very satisfied. They then draw lines from the center of a wheel graphic to indicate their ratings for job/career, income level, quality of life, expenses, financial literacy, savings/assets/retirement, and credit. Completing the wheel provides an overview of an individual's current financial situation and can help identify areas to focus on improving.

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204 views1 page

Wheel of Money2

The document describes an exercise called the "Wheel of Money" which is used to assess satisfaction levels across eight different financial areas of life. Participants rate their current satisfaction level for each area on a scale of 1 to 10, with 1 being not satisfied and 10 being very satisfied. They then draw lines from the center of a wheel graphic to indicate their ratings for job/career, income level, quality of life, expenses, financial literacy, savings/assets/retirement, and credit. Completing the wheel provides an overview of an individual's current financial situation and can help identify areas to focus on improving.

Uploaded by

PPLNews
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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WHEEL 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
When complete, your wheel should Job/Career = 5
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 Retirement = 3
Credit = 2
to be and begin setting some financial
goals to help you get there.
YOU

Job/Career = Income
Level =

Quality of Life = Expenses =

Financial = Debt =
Literacy

Savings/Assets/
Retirement = Credit =

This work was created by PPL.

This work is licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 License. You are free to copy, distribute, transmit, and
adapt this work provided that this use is of a non-commercial nature, that any subsequent adaptations of the work are placed under a similar license, and
that appropriate attribution is provided where possible.

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