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The Whole-Life Audit is a comprehensive self-assessment tool designed to overall well-being across seven key dimensions: physical, spiritual, social, emotional, relational, vocational, and financial. This audit provides a structured framework for individuals to reflect on their health and lifestyle habits, spiritual fulfillment, and the quality of their personal and professional relationships. It assesses emotional resilience, work-life balance, career satisfaction, and financial stability, offering a holistic view of one’s current state of alignment and fulfillment. By identifying strengths and areas for growth, the Whole-Life Audit serves as a powerful tool for intentional self-improvement, guiding individuals toward a more balanced, purpose-driven, and fulfilling life.
The Culture Audit is a strategic assessment tool designed to evaluate an organization’s overall health through the lens of its human resources and workplace culture. This audit examines key factors such as employee engagement, leadership effectiveness, communication dynamics, and alignment with core values. It assesses the strength of workplace relationships, the effectiveness of diversity and inclusion initiatives, and the organization’s ability to attract, develop, and retain top talent. Additionally, the Culture Audit identifies areas of strength and opportunities for improvement in organizational climate, psychological safety, and overall employee well-being. By providing a clear and actionable snapshot of the company’s cultural landscape, this tool empowers leaders to cultivate a thriving, high-performance work environment that fosters collaboration, innovation, and long-term success.
The Family Audit is a holistic assessment tool designed to evaluate the overall health and strength of a family's relationships, values, and engagement within their community. This audit examines key aspects of family dynamics, including parent-child connections, communication patterns, conflict resolution, and the alignment of daily life with core family values. It also measures parenting effectiveness, emotional well-being, and the family's ability to create a nurturing and supportive environment for growth. Beyond the household, the Family Culture Audit explores community involvement, traditions, and the family’s role in fostering meaningful social connections. By providing a comprehensive snapshot of a family’s relational and cultural strengths—as well as areas for growth—this tool helps families build deeper connections, cultivate a positive home environment, and create a legacy of love, resilience, and shared purpose.
The Legacy Audit assesses a family's readiness to leave a meaningful and enduring legacy across three critical dimensions: financial stability, relational dynamics, and social impact. This audit provides a structured framework to reflect on financial preparedness, including wealth preservation, generational planning, and philanthropic strategies. It also examines the strength and health of family relationships, focusing on communication, values alignment, and conflict resolution. Additionally, the Legacy Audit evaluates the family's broader social influence, measuring their engagement in community initiatives, ethical leadership, and charitable contributions. By offering a clear snapshot of where a family currently stands and identifying areas for growth, the Legacy Audit serves as a strategic guide for building a legacy that is not only financially secure but also deeply rooted in strong family connections and a lasting positive impact on society.
What makes up the Whole-Life Audit?
The Whole-Life Audit evaluates 7 different areas and provides in-depth insights into each one. From the Audit results, we will work together to prioritize the areas you want to grow in. After 6 months, we will re-evaluate you to see just how much you have grown.
What does the process look like?
1. Audit process
We have to start at the beginning. The in-depth Audit will gently bring to light the different areas of your life that need attention. Your Audit results will provide you with a clear view of your current situation.
2. Receive your results
Once the Audit is completed, our team will join you in identifying what areas of your life need the most help. The audit will be a an invaluable tool to bring to light those areas, but you will choose where you want to go.
3. Make a plan
We will guide you through every aspect of a comprehensive plan that will take you to the place in your life and relationships where you strive to be. Our team designs relational and systematic scaffolding into the plan to provide the optimal amount of support you will need.
4. Walk it out together
While the changes and progress will require effort, you will not be alone. The Whole Life Audit team designs each step of your plan with the help as you need to keep walking in the right direction.
5. Measure your growth
After 6 months, we will perform a new Audit to measure your growth and show you tangibly how much you have progressed.