This is a short, structured audit designed to help you think more clearly about what’s next.

If you’re in a moment where something about your current path no longer fits, but the next move isn’t fully clear or committed, this audit will help you:

-clarify what you want your next chapter to look like

-see how you’re currently operating

-identify what may be constraining your options

After you complete it, I’ll review your responses and follow up with a short synthesis and a few suggested next steps within a couple of days.

Most people complete this in about 10 minutes.

What’s true right now

1. Which of these feels most true? (select up to 2)

I’m successful on paper, but something about my work or life no longer fits

I have options, but no clear direction I trust

I feel pulled toward something new, but can’t fully justify it logically

I’m good at what I do, but I’m not energized by it

I’m operating at a high level, but it feels harder to sustain

I don’t feel stuck, but I don’t feel clear either

2. What are you trying to decide between right now? (1-2 sentences)

Where things feel off

3. Where are you feeling the most tension? (select up to 2)

The path I’m on vs the life I want

External success vs internal satisfaction

Stability vs desire for change

What I’m known for vs what I want to be known for

What I should do vs what I want to do

Depth in one lane vs expanding into something broader

4. What feels increasingly difficult to sustain? (1-2 sentences)

How you’re operating

5. Which of these have you been doing repeatedly in the past 90 days? (select up to 2)

Editing what I say to be better received

Simplifying myself to fit expectations

Staying in roles or situations that don’t fully utilize me

Prioritizing credibility over curiosity

Optimizing for how things look vs how they feel

Holding back ideas I’m not sure will land

What’s pulling you forward

6. What feels hardest to ignore right now? (select 1)

A desire to do something meaningfully different

A sense that I’ve outgrown my current role or environment

Curiosity about a different kind of work or life

The feeling that I could be doing more, or something else

A growing disinterest in what used to motivate me

7. If you were to make a meaningful change in the next 12 months, what direction would you likely take? (select 1)

Shift roles within my current field

Expand into a broader or more generalist scope

Start something of my own

Move into a different industry or domain

Redesign how I work, for example portfolio or fractional

I’m not sure yet

Other (briefly describe below)

What’s preventing you from moving forward

8. What makes it hard to move on right now? (select up to 2)

Financial considerations

Reputation or how I will be perceived

Lack of clarity on viable options

Time or energy constraints

Family or personal obligations

Fear of making the wrong move

What you’ve been focused on

9. How have you been spending most of your time over the past 2 to 3 weeks? (1-2 sentences)

What action have you taken

10. Which statement best describes you right now? (select 1)

I know something needs to change, but I have not taken action

I have started exploring, but nothing has clicked yet

I have a direction, but I am not fully committed

I am actively making a transition

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