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I’m building a growing collection of resources to support you in your work. I’ll continue adding to this page regularly as I create or discover new tools. These resources will all be ones that I have personally used or have personally created.
Self-Assessment Rubrics: Get Clear on Where You Are
Self-Assessment Rubrics: Get Clear on Where You Are
Before we can grow, we need to know where we’re starting. That’s why I created these free self-assessment rubrics for Finances and Health—to help you get a clear, honest picture of where you are right now in your journey.
Each rubric identifies the key areas that matter most, so you can quickly see where you’re strong and where you need more support. Whether you're just beginning or already well on your way, these tools give you a simple framework for reflection and clarity.
These aren't about judgment—they’re about awareness. Because when you know where you are, it’s easier to decide where to go next.
And when you’re ready to move forward, I offer coaching to help you take focused action and grow in the areas that matter most to you.
This rubric is based on the Pilgrim Points Be/come Program that was developed as a way to Be and Become our healthiest selves. This rubric is meant to be used as a self assessment so that you can make an informed decision of what area of health you want to focus on next.
This rubric is based on Dave Ramsey principles. I am a ceretifed Ramsey Coach and I have seen the power in the progression of steps he teaches. This rubric is meant to be used as a self-assessment to help you determine your key area of focus.
If there are any resources you’d find helpful, I’d love to hear from you. Please email me your suggestions—if I don’t already have something, I’ll work on creating it for you.
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