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Should my spouse and I both take the Balance Wheel?

Framework: Balance Wheel · Chapter: Appendix 3: Balance Wheel

Yes. Take it independently, then compare. Kris Kluver, in The Dysfunctional Family Office, gives this exact recommendation. Share the assessment with your partner. Have them complete their own. Take turns reviewing each category and the scores you each gave it. Write down anything that doesn't line up. The point isn't to be right or wrong. It's to surface the gaps between what each spouse thinks the household is prioritizing and what the other spouse experiences. Most couples discover at least three areas of meaningful misalignment they'd been operating around for years. One spouse believes the family is solid on Friends because they have a few close ones. The other spouse rates it low because their own social life has shrunk to the founder's circle. Each gap becomes a conversation that wouldn't have happened otherwise. The exercise takes under thirty minutes and usually produces decisions that change the next year.

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