Heritage Financial Advisors’ Unique Experience

Live Well... Give More

Overview of the Exercise

Wheel of Life

A Balanced Life Helps You Live Well and Be Successful

Wheel of Money

How Well-Balanced is Your Wheel of Money?

Wheel of Giving

Giving more changes your heart. It gives you more joy.
We will be remembered by what we gave away, not by what we kept.

Let’s Set a Few S.M.A.R.T. Goals

(SMART - Specific, Measurable, Attainable, Relevant, Time-Based)

Who do I need to become? What habit, discipline or behavior do I need to START, EXPAND or STOP to increase my success rating and balance out my wheels?