Life Balance Assessment

By  Bess McCarty

We know a healthy, effective life is a balance of family, fun, health, community, and spirituality. Just as a chain is only as strong as its weakest link, your well-being can be undermined by weakness in one of these areas. Can you see how a nagging health issue, a troubled relationship, or stress can affect you?

Is your life in balance in all the 8 areas? Or could it have a weak link that you may not be aware of?

Here’s a scale to tell. Print this page.  Rate on a scale of 1-10, 10 being completely happy with this item.

On the low numbers, you can write specifically what you’d like to have.


__ General health

__ Appearance

__ Sleep well

__ Eat healthy food

__ Drink plenty of good water

__ Receive touch or hugs

__ Ideal weight

__ Fitness level

__ Regular exercise

__ Flexibility

__ Strength training

__ Enough energy each day

__ Adequate personal hygiene

__ Home environment clean, functional, beautiful

__ Safe neighborhood

__ Other


__ Happy and content

__ Self-worth

__ Feel loved and supported

__ Practice forgiveness – no outstanding grievances

__ Enough time to do what you need to

__ Learning in areas I’m interested in

__ Emotionally secure

__ Not easily angered

__ Fear does not control my life

__ No unhealthy addictions – smoking, alcohol, etc.

__ Other


__ Spiritually secure

__ Live in peace

__ Life has meaning

__ Connection w/a Higher Power

__ Pray or meditate regularly

__ Participate in a spiritual community

__ Express love to others

__ Other


__ Financially secure

__ Income stable

__ Follow a budget within my means

__ Basic needs met

__ Enough money to do what I want

__ Necessary insurance

__ Savings

__ Net worth

__ Credit good

__ Debt level

__ Plan for retirement, estate plan, and will

__ Clear investment strategy

__ Access to financial advice

__ Other


__ Doing what I love

__ Expert in my field

__ Performing at a level of excellence

__ Productive

__ Competent

__ Challenged by my work

__ Growing professionally

__ Skills level

__ Communication

__ Teamwork

__ Advancing in my industry

__ Other


__ Spouse

__ Children

__ Parents

__ Siblings

__ Healthy romance

__ Friends

__ Co-workers

__ Authority

__ Subordinates

__ Mentors to learn from

__ Spend time with people I love

__ Sense of belonging

__ I am accountable

__ Good boundaries

__ Other


__ Live in a nourishing environment

__ Take time for myself

__ Have fun in my life

__ Do activities that recharge me

__ Take great vacations

__ Travel to places I want to go

__ Experience nature

__ Other


__ I know my life’s purpose and passion

__ Contribute time or help to others

__ Donate money to causes I care about

__ Actively support a cause I care about

__ Feel fulfilled

__ Make a difference

__ Feel like my life matters

__ Other

Now take a look at the category of yours with the lowest numbers. Were you surprised?

Now circle 1 or 2 things of that category that are most important to you. Would you be willing in the next week or month to take an action step to improve these? If you like, write that action step at the top of the page, and the date you would like to have it done.

You can write: “By _____ date, I will do _____.”

You can also copy this page into an email, and send it to me for our coaching.

For coaching, call Bess at (512) 569-1139.

Bess McCarty

"As a coach, teacher, and healer, I help people solve problems. I uncover and address the missing core needs, thus eliminating the problems, such as fears and negative beliefs, so they can achieve in their careers, have satisfying relationships, and enjoy vibrant health.

There is nothing quite so sacred and beautiful as that moment of working with a person who has a personal and spiritual transformation, as a certain magic happens that is beyond us both."

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