Client Checklist
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WORK
| TRUE/FALSE | My work stimulates | |
| 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 in a timely manner | |
| TRUE/FALSE | I don't let my 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 | |
| /10 |
FINANCES
| TRUE/FALSE | 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 | |
| /10 |
HOME ENVIRONMENT
| TRUE/FALSE | I am happy with my home | |
| TRUE/FALSE | My home is generally clean & 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 my loved ones on display | |
| TRUE/FALSE | I am happy with my mode of transport | |
| /10 |
HEALTH
| TRUE/FALSE | I am happy with my current weight | |
| TRUE/FALSE | I do some form of exercise at least 3 times per 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 everyday | |
| TRUE/FALSE | I am up to date with all necessary medical & dental checkups | |
| TRUE/FALSE | I am happy with the sleep I get | |
| TRUE/FALSE | I have appropriate clothes for my work & personal interests | |
| TRUE/FALSE | I not concerned about my stress levels | |
| TRUE/FALSE | I feel generally well | |
| /10 |
RELATIONSHIPS
| TRUE/FALSE | I am happy with the level of intimacy in my life | |
| TRUE/FALSE | My partner & I respect each other & are equals | |
| TRUE/FALSE | I get along well with my work colleagues | |
| TRUE/FALSE | I make amends easily with people I have 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 that are important to me regularly | |
| TRUE/FALSE | My friends & family know how much I care about them | |
| TRUE/FALSE | I am satisfied with my social life | |
| /10 |
PERSONAL
| TRUE/FALSE | I like myself | |
| TRUE/FALSE | I have had a birthday party in the last two years | |
| TRUE/FALSE | I have a life outside of 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 recalled the last time I really laughed &celebrated |
|
| TRUE/FALSE |
I have a form of creative expression |
|
| /10 |
| Total for this checklist | /60 | |
| Strongest Area: | % | |
| Weakest Area: | % |