The Wheel of Financial Freedom form collects reflections on eight areas of personal finance. Six scale questions cover income stability, budgeting, debt, investing, retirement readiness, and overall confidence. Two single-choice questions cover emergency savings and financial protection, while a ninth, optional text question asks what financial freedom personally means to the respondent. The "How many months of essential expenses could you cover from savings if your income stopped?" question adds a concrete savings range alongside the self-ratings. The form owner can review these answers to prepare a coaching conversation. Respondents finish on a static thank-you Ending with a reflection prompt; the form does not calculate an overall score, draw a wheel, or display an answer recap.
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Review six self-ratings alongside savings, protection, and personal-goal answers to prepare a first coaching conversation. Any chart or comparison of those answers needs to be prepared separately.
The optional 'What would financial freedom actually look like for you?' question surfaces audience language and aspirations that can directly shape future content topics and lead magnets.
The protection and emergency-savings questions flag gaps — missing insurance, no will, thin savings buffers — that wellbeing programmes can address with targeted resources and benefits.
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