How to Do a Mid-Year Life Audit

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If you’re reading this blog post, chances are that we are close to mid-year and you feel like you need to pause and reflect.

Can you believe we’re already halfway through the year?

It feels like just yesterday we were setting our New Year’s resolutions and sharing our plans and goals for the new year with enthusiasm.

But as the months roll by, it’s easy to lose sight of those goals as life gets in the way.

That’s where a mid-year life audit comes in.

This exercise is a chance to pause, reflect, and realign.

Think of it as a friendly check-in with yourself, a moment to assess where you are, celebrate your progress, and recalibrate your path to ensure you achieve your goals in the upcoming months.

In one of my previous posts, we explored how to do a life audit using the Wheel of Life.

It’s now time to revisit this concept with a mid-year twist, focusing on how to assess your journey so far and make intentional adjustments to keep moving forward.

Whether you’re feeling on track or a bit off course, this guide will walk you through the steps to complete a meaningful mid-year life audit.

Let’s dive in and set the stage for a successful second half of the year.

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8 Steps to Do a Mid-Year Life Review

1. Set the Scene and Take Your Time

Before diving into this exercise, create an environment that feels calm, cozy, and distraction-free.

This isn’t just another task on your to-do list. It’s a moment of meaningful reflection.

Whether it’s a Sunday morning with a cup of tea or an evening wind-down, setting the tone and taking your time makes all the difference.

Grab your journal, a printout of the Wheel of Life (or your copy of my Life Plan template), and your favorite pen.

Turn off notifications, play some instrumental music if you like, and give yourself the mental space to really tune in.

This is about you and your growth, so let it feel intentional and nourishing. Your physical space often mirrors your state of mind, so starting from a place of calm will help you access deeper insights and set the tone for a productive self-check-in.

2. Reflect on the Past Six Months

This step is about giving yourself credit where it’s due and acknowledging what you have achieved so far.

Start by reviewing the goals or intentions you set at the beginning of the year.

If you wrote them down, bring them out. If not, take a few minutes to recall what you thought you’d focus on this year.

What did you hope to feel, change, or even create?

It’s now time to review what happened with honesty. Ask yourself the following questions:

What progress have you made?
What goals have shifted, evolved, or even fallen away—and why?
What felt energizing or inspiring?
What drained you?

Don’t forget this isn’t about judgment.

It’s about awareness.

Life can surprise us in so many ways, and sometimes the biggest growth comes from unexpected changes.

So be kind to yourself and reflect with curiosity, never criticism.

Maybe you achieved more than you realized. Or maybe your focus shifted. And you know what?

That’s okay.

Here’s a great journaling prompt to help you reflect on what you’ve learned and who you have become: “What has been my biggest lesson so far this year?”

This simple question will lay the foundation for the rest of your audit and will help you step into the second half of the year with clarity and grace.

3. Reassess Your Wheel of Life

Create a Wheel of Life template (or grab your free copy using the form below!) and give each area an honest rating from 1 to 10.

Here are the 8 categories included in the Wheel of Life:

Career
Finances
Personal Growth
Health
Family
Relationships
Physical Appearance
Environment

The idea here isn’t to chase perfection.

It’s to understand where you feel fulfilled and where you may want to shift your energy.

A “10” doesn’t mean it’s perfect; it means you’re satisfied and aligned.

A lower score doesn’t mean you’ve failed. It’s just an opportunity for reflection and course correction.

As you rate each area of your life, ask yourself:

Why did I give it this score?
What has been working well?
What’s missing?

This visual representation of your life will help you reveal changes you want to make that might not be obvious at first.

Maybe you’ll realize you need more balance.

Maybe more adventure.

Once you’ve completed your wheel, take a moment to absorb the full picture.

Which areas need more attention? Which ones are making you unhappy?

Use this template to guide your focus and set your priorities for the rest of the year.

4. Identify Shifts in Priorities

Life doesn’t stand still, and neither do your priorities.

What felt urgent or important six months ago may have lost relevance. Your goals and priorities might have changed, and that’s okay.

The mid-year mark is the perfect time to check in with your current values and ask yourself: What matters most to me right now?

Begin by reflecting on how you spend your time.

Is your schedule aligned with your long-term goals or pulling you away from them?

For instance, maybe your career was your main focus in January, but now you’re craving more balance or creativity.

Maybe your relationships have taken center stage, or you’re prioritizing mental health in new ways.

Ask yourself:

What do I want more of in my life?
What am I ready to let go of?
Is there a new focus emerging that I didn’t plan?
How does my everyday life make me feel?

Getting clear on your priorities will allow you to let go of goals that no longer serve you or your vision of the ideal life.

It’s a sign of growth, not inconsistency.

Embracing this shift empowers you to focus your energy on what feels right now, rather than chasing outdated outside expectations.

Rewriting your goals based on current truths sets you up for a more intentional second half of the year.

And that’s the best way to make the days count!

5. Set Intentional Goals for the Next Six Months

Now that you’ve reflected on the past and identified what matters most right now, it’s time to look ahead.

What do you want to feel proud of at the end of the year?
What kind of energy do you want to bring into the next chapter?
What does your next era look like?

Start by choosing 3–5 core goals that truly resonate.

These should be both meaningful and doable—there’s no need to overload yourself.

Make sure each goal is SMART: Specific, Measurable, Achievable, Relevant, and Time-bound. For example, instead of “get healthy,” try “go for a 30-minute walk 5 times a week.”

Break each goal into bite-sized chunks so they feel less intimidating.

Then add those tiny steps into your calendar, planner, or habit tracker. Writing them down will help you keep them top of mind and build consistency.

This is your chance to design a second half of the year that supports your wellbeing, not just your productivity.

Your goals should feel like exciting chances to grow, not draining obligations.

6. Develop Supportive Habits

Big goals are great, but daily habits are what bring them to life.

Think of habits as the stepping stones that support your long-term growth.

Without them, goals tend to fade into wishes.

Start by asking yourself: What small, consistent actions would move me closer to my goals?

If your focus is on self-care, you might want to build a morning routine that includes journaling or meditation.

If you want to improve relationships, maybe it will be setting a weekly reminder to check in with a friend or loved one.

Habits don’t need to be big or dramatic to be powerful.

In fact, the smaller and more sustainable they are, the more likely you are to stick with them.

Use tools if it helps: habit trackers, alarms, or even sticky notes on your mirror.

And when you miss a day? No guilt. Just start again.

Because every day is a chance to start fresh.

Progress is never about perfection, it’s about showing up more often than not and striving to do a little better every day.

7. Create an Accountability System

Accountability transforms a quiet goal into a living, breathing commitment.

When we share our aspirations, even with just one other person, they suddenly feel more real and more possible.

Start by identifying what kind of accountability works best for you.

Do you thrive in community or prefer private check-ins with a friend?

Some people love having an “accountability buddy” to do weekly goal updates with. This kind of pressure helps them to move forward.

Others benefit from joining online groups or communities that align with their focus.

If you’re more introverted and want to keep things personal, you can create an internal accountability system.

Set calendar reminders for monthly check-ins, or journaling your progress weekly.

Apps like Notion, Trello, or simple habit trackers can keep you on track visually and mentally.

The key is consistency. Whether it’s a Sunday reset, a monthly review, or a quarterly goal check-in, build in regular opportunities to reconnect with your intentions and goals.

8. Embrace Flexibility

No matter how much you plan, here’s the truth: life won’t follow your plans perfectly, and that’s okay.

Flexibility is what makes goals sustainable and personal growth feel compassionate rather than punishing.

While it’s important to have structure and direction, being too rigid can seriously backfire.

One setback, one off-week, and suddenly it feels like we’ve “failed.”

But the reality is that flexibility allows you to bend without breaking.

It lets you pause, reassess, and pivot without giving up.

So as you move forward with your mid-year intentions, give yourself permission to hit Pause and adapt your plans.

Goals might need to be adjusted. Priorities may shift again. You might discover that a certain part of your plan doesn’t feel right anymore—and that’s not a problem, it’s a sign of progress.

Conclusion

Doing a mid-year life audit is a powerful practice for intentional living.

It offers a moment to pause, reflect, and realign, and ensure your actions continue to align with your values and vision of the ideal life.

It’s all about progress.

Celebrate how far you’ve come, acknowledge where you need to adjust, and move forward with clarity.

As you embark on the second half of the year, let this exercise guide your decisions and inspire your actions.

Here’s to a purposeful and fulfilling rest of the year!

How to Do a Mid-Year Life Audit