Pickleheads, the Wheel of Life, and Personal Growth
As a wealth advisor and a former clinical psychologist, I’ve always believed that true financial well-being is about more than just dollars and cents. It’s about creating a life that feels balanced, meaningful, and fulfilling in all areas.
One of my favorite tools to support this mindset is the Wheel of Life—a simple yet powerful visual that helps you take stock of key areas like career, finances, health, relationships, and personal growth. When one area is out of sync, it often impacts the rest. Seeing it all in one place can be eye-opening—and it can help guide intentional, positive changes.
Lately, one of those changes for me has been picking up a new hobby: pickleball.
I’ll be honest, I started out knowing absolutely nothing about the sport or the people who played it. But I felt the need to get out of my comfort zone, to do something for myself that might check a few boxes: physical activity, stress relief, and maybe even some new social connections.
I call it “acting as if”—a concept I often share with clients. You act as if you belong, as if you know what you’re doing… until, eventually, you do. That mindset helped me show up to that first game. And now? I’m hooked.

Beyond the court, it’s been transformative. I’ve built new friendships, found a great stress outlet, and rediscovered a sense of childhood fun and the joy of learning something new. I even found an app—Pickleheads—that connects players and games wherever I go. It’s created a sense of instant community, which, let’s face it, can be hard to come by as adults.
This experience reminded me just how powerful it is when we invest in all aspects of our lives—not just financially. Pickleball has brought joy, health, connection, and growth into my life. That’s what the Wheel of Life is all about—spotting the areas that need attention and nurturing them with purpose.
As you reflect on your own goals and financial plan, I encourage you to think holistically. What fills your cup outside of work and responsibilities? What’s your “pickleball”?
If you’re curious about trying the Wheel of Life for yourself, I’d be happy to walk through it with you. Sometimes, small steps in one area can bring meaningful balance to everything else.
Let’s keep building a life that feels as good as it looks on paper.