How to Do A Life Audit to Reset, Reflect, and Recharge (Workbook PDF Included!)
Life can feel overwhelming at times, with so many areas to juggle—your career, health, relationships, and everything in between. That’s where the Life Audit Workbook comes in. Think of it as a personal check-in, a way to pause, reflect, and recalibrate so you can align your life with your values and goals.
Whether you’ve already downloaded the workbook or are considering it, this post will guide you on how to use it effectively.
What is a Life Audit?
A life audit is a tool to help you assess where you are in different areas of your life and identify opportunities for growth. It’s not about striving for perfection—it’s about celebrating your wins, recognizing what’s working, and finding actionable ways to improve the areas that need attention.
How to Use the Life Audit Workbook
1. Start with the Wheel of Life
The workbook begins with a circle divided into categories like Personal & Spiritual, Health & Fitness, Career & Finance, and more. Rate each category on a scale of 1-10 based on your current satisfaction, then color or shade in the sections.
Why this matters: This visual gives you a quick snapshot of your life’s balance and shows where you’re thriving or feeling stuck.
2. Identify Highs & Lows
Review your colored wheel to identify your highest and lowest-rated areas. What’s going well, and where are you feeling the most disconnected?
Pro Tip: Use this as an opportunity to reflect on your strengths. What habits, routines, or mindsets are contributing to your high scores? How can you apply those lessons to other areas?
3. Dive into the Writing Prompts
The workbook includes guided questions for each category. For example, in the Career & Finance section, you’ll explore:
How satisfied you are with your career and income.
What steps you can take to advance or shift your trajectory.
For Beginners: Take your time with one section at a time.
For Seasoned Self-Reflectors: Dive deeper by journaling more expansively on each question.
4. Develop an Action Plan
Reflection is powerful, but action drives change. Use the workbook to identify specific steps to improve your lowest-rated areas. Small, consistent actions can lead to big transformations over time.
Example:
If your Health & Fitness rating is low, start by adding a 10-minute daily walk or prepping one healthy meal a week.
4. Celebrate Your Wins
Don’t skip this step! Acknowledge the areas where you’re already doing well. Celebrating progress, however small, builds motivation and gratitude.
Why You’ll Love the Life Audit Workbook
This isn’t just a “sit and reflect” exercise. It’s a practical, actionable tool that helps you:
Gain clarity on what’s working and what’s not.
Set priorities that align with your values.
Take actionable steps toward a more balanced and fulfilling life.
Ready to Try It?
If you haven’t already, download the Life Audit Workbook for free and start your journey toward a more intentional, aligned life.
For Those Who Already Have the Workbook
How’s it going so far? If you’re feeling stuck or unsure where to start, check out my blog post on How to Build a Weekly Planning Routine That Works for You. It’s a great companion to the workbook, helping you turn your reflections into actionable plans.
Final Thoughts
Your life audit is just the beginning. It’s a tool to guide you toward clarity and action, helping you create a life that feels true to you. Take it one step at a time, and remember: progress, not perfection.