If you’re reading this, you have probably felt that you’re meant for more – more freedom, more fulfillment, more impact. But before we can map out how to get there, we need to know exactly where we’re starting from. Think of this Freedom Audit as your personal GPS: we need both your current location and your destination to create the most effective route.
Why Conduct a Freedom Audit?
You wouldn’t start a road trip without checking your gas tank, and you shouldn’t start your freedom journey without assessing your current situation. This audit will help you:
- Identify your starting point across all areas of freedom
- Highlight your biggest opportunities for growth
- Recognize the resources you already have
- Create a clear picture of your gaps
- Develop targeted action steps
The Freedom Audit Tool
Rate yourself from 1-5 in each category below, where:
1 = Completely unsatisfied/No progress
2 = Somewhat unsatisfied/Little progress
3 = Neutral/Some progress
4 = Somewhat satisfied/Good progress
5 = Completely satisfied/Excellent progress
Financial Freedom Assessment
Income Generation
- [ ] My current income covers all my basic needs
- [ ] I have multiple income streams
- [ ] I have passive income sources
- [ ] My income is growing consistently
- [ ] I have control over my earning potential
Financial Security
- [ ] I have an emergency fund
- [ ] I’m consistently saving money
- [ ] I have investments working for me
- [ ] I’m free from high-interest debt
- [ ] I have a clear financial plan
Time Freedom Assessment
Schedule Control
- [ ] I control my daily schedule
- [ ] I can take time off when I want
- [ ] I have time for self-care
- [ ] I can pursue hobbies and interests
- [ ] I’m not constantly rushing
Work-Life Balance
- [ ] My work energizes rather than drains me
- [ ] I have quality time with loved ones
- [ ] I can disconnect from work completely
- [ ] I have time for personal growth
- [ ] My schedule aligns with my priorities
Location Freedom Assessment
Work Flexibility
- [ ] I can work from anywhere
- [ ] My income isn’t tied to a specific location
- [ ] I have the technology and tools to work remotely
- [ ] I have skills that translate globally
- [ ] I can travel without impacting my income
Lifestyle Design
- [ ] I live where I want to live
- [ ] I can travel when I want
- [ ] I have the freedom to relocate if desired
- [ ] My work supports my desired lifestyle
- [ ] I’m not tied to a specific location for work
Analyzing Your Results
Total your scores in each category:
- Financial Freedom (max 50 points)
- Time Freedom (max 50 points)
- Location Freedom (max 50 points)
Understanding Your Scores
40-50 points: You’re thriving in this area. Focus on maintaining and optimizing.
30-39 points: You’re making good progress. Identify specific improvements for the next level.
20-29 points: You have a foundation to build upon. Focus on strategic growth.
10-19 points: This area needs significant attention. Prioritize fundamental changes.
0-9 points: This is your biggest opportunity area. Start with small, consistent steps.
Creating Your Action Plan
- Identify Your Priority Area
- Which category scored lowest?
- Which improvements would have the biggest impact?
- What changes feel most urgent?
2. Choose Your Focus Points
- Select the 3 lowest-scoring items within your priority area
- These become your primary focus for the next 90 days
3. Set Specific Goals
For each focus point, define:
- Where you are now (be specific)
- Where you want to be in 90 days
- One action you can take this week
Your Next Steps
Schedule Your First Check-In
- Block 30 minutes on your calendar
- Set a recurring monthly reminder
- Keep your audit visible daily
Looking Ahead
Remember, this audit isn’t about judgment – it’s about awareness and action. Your current scores are simply data points to help guide your next steps.
Take Action Now
Every journey toward freedom starts with honest self-assessment. What area of freedom are you most focused on improving? Let me know in the comments below!
PS: Save this post for your monthly check-ins. Building freedom isn’t a one-time event – it’s an ongoing journey of assessment and aligned action.