The Lifestyle CEO Podcast

Personal Business Assessment

Full Name

Email *

Phone *

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Get real with yourself. Use this assessment to see where you are right now in your journey to the lifestyle you want. It it designed to help you get clarity around how close you are to where you want to be compared to where you are right now, so be honest with yourself.

1. Current Annual Revenue *

2. Annual Profit or Loss *

3. What are you taking as a personal income from your business? *

4. Total number of employee's... full-time and part-time. *

5. # of hours you work each week *

6. # of hours you spend with those who are MOST important to you. *

7. # of vacation days with family *

8. # of vacation days with friends (ex: guys weekend/trip) *

9. # of vacations taken in the last 12 months of 7 or more days *

10. # Of Hours You Spend Doing Something You Love Away From Work *

12. # hours each week you spend on your physical health *

11. # Of Hours You Spend Each Week On Your Mental Health/Learning *

Rate yourself from 1-10

(1=not at all, 10=couldn't agree more)

My relationship with my spouse is doing very well. *

I spend plenty of time fulfilling my purpose in life each week. *

I have all the time and energy I need to take care of my physical health and wellbeing. *

I have plenty of money and more than enough assets to support myself, my family, and provide for our future. *