PERSONAL BALANCE CHECKLIST

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First Name:
Surname:
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  WORK
  My work stimulates me True False
  I am proud of what I do for a living True False
  I feel appreciated in my workplace True False
  I respect the people I work with True False
  I know where my career is heading True False
  I respond to calls and emails within 48 hours True False
  I don't let paperwork pile up True False
  I complete my work within reasonable hours True False
  I manage my time well True False
  I delegate without guilt True False

  FINANCES
  I am satisfied with my income True False
  I have a budget that I use True False
  I pay my bills on time True False
  I know how much I owe and when it will be paid off True False
  I have an active long-term financial plan True False
  I am able to reward myself without feeling guilty True False
  I use my credit card wisely True False
  I have a will True False
  My wallet is uncluttered True False
  My tax affairs are up to date True False

  HOME ENVIRONMENT
  I am happy with my home True False
  My home is generally clean and tidy True False
  I surround myself with things that I love True False
  I don't acquire clutter True False
  I recycle at home True False
  My personal files are in order True False
  My bed supports me having a good sleep True False
  My bed is always properly made True False
  I have photos of loved ones on display True False
  I am happy with my mode of transport True False

  HEALTH AND BODY
  I am happy with my current weight True False
  I do some form of exercise at least three times a week True False
  I have a balanced diet including lots of fresh food True False
  I don't smoke or drink alcohol excessively True False
  I drink at least 2 litres of water every day True False
  I am up to date with all necessary medical and dental checkups True False
  I am happy with the sleep I get True False
  I have appropriate clothes for my work and personal interests True False
  I am not concerned about my stress levels True False
  I feel generally well True False

  RELATIONSHIPS
  I am happy with the level of intimacy in my life True False
  My partner and I respect each other and are equals True False
  I get along well with my work colleagues True False
  I make amends easily with people I have had conflicts with True False
  I trust the significant people in my life True False
  I am on good speaking terms with my neighbours True False
  I consider myself to be a good friend True False
  I see people who are important to be regularly True False
  My friends and family know how much I care about them True False
  I am satisfied with my social life True False

  PERSONAL
  I like myself True False
  I have had a birthday party in the last two years True False
  I have a life outside of my work True False
  I have enough confidence to do what I want in life True False
  I have adequate holidays each year True False
  I don't lie or exaggerate True False
  I am comfortable saying no when I need to True False
  People know they can count on me to do what I say I will do True False
  I can easily recall the last time I really laughed True False
  I have a form of creative expression True False
  

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