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Quarterly Life Review (QLR) -
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Name:Date:
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Scale: 1=Signicantly Misaligned | 2=Under Strain | 3=Stable but Needs Attention | 4=Strong & Intentional| 5=Fully Aligned & Flourishing
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Quarter SnapshotVitalityRelationships
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Vitality Index#DIV/0!Physical HealthPartner/Spouse Alingment
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Relationship Index#DIV/0!Energy LevelFamily Connection
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Contribution & Influence Index#DIV/0!Sleep QualityClose Friendships
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Financial Peace Index#DIV/0!Fitness ConsistencyCommunity Engagement
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Green Box Preparedness#DIV/0!Mental ClarityMentorship (Giiving/Receiving)
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Joy & Growth Index#DIV/0!
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Stewardship & Legacy Index#DIV/0!
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Custom Index#DIV/0!
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Overall Life Alignment#DIV/0!Vitality Index#DIV/0!Relationship Index#DIV/0!
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Contribution & InfluenceFinancial PeaceGreen Box Preparedness
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Board/Governance ImpactFinancial SecurityLegal Documents Current
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Investment EngagementClarity of PlanAsset & Account Clarity
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Advising/Mentoring InfluenceMoney driving Decisions (1=Yes, 5=No)Digital Access Preparedness
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Strategic Thinking EngagementBusiness Continuity Instructions
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Alignment of CommitmentsPersonal Letters/Intentions
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Contribution & Influence Index#DIV/0!Financial Peace Index#DIV/0!Green Box Preparedness Index#DIV/0!
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Joy & GrowthStewardship & Legacy
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Learning & CuriosityValues Transmission (Family)
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Adventure/ExplorationPhilantropic Alignment
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Creative expressionLong-Term Impact Thinking
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Fun & Playfulness
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Contribution & Influence Index#DIV/0!Stewardship & Legacy Index#DIV/0!Custom Index#DIV/0!
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Significant Events Since Last MeetingBooks I am readingNew App I enjoyVacations Plan
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Movies/video I sawI am doing with AI
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The Quarter in one Sentence
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Identity & TransitionThe one Brave move I plan to make before my next TAG meeting
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Who am I becoming?
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What part of my former identity am I still clinging to?Random Thoughts/Notes
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What new chapter is emerging?
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What feels uncertain or uncomfortable?
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Created by Carlos Fox Leadership Inc. 2026 ©
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