mid year life audit

How to Do a Mid-Year Life Audit (The simple way)

“You can’t go back and change the beginning, but you can start where you are and change the ending.” – C.S. Lewis

A mid-year life audit is a personal check in to take a break from the daily responsibilities, and reflect on where you’re in life right now.

It’s your chance to evaluate how your life is going and decide what needs to stay and what you must let go.

Why you should do it?

  • You stop running on autopilot.
  • You measure your goals progress.
  • You shift your focus from what’s not working to what could work better.
  • You clear your intention for the rest of the year.

Key Areas to Audit

Use a notebook, or a digital planner and review the following:

1. Mindset & Emotions

  • How have you been feeling most days?
  • Are you carrying unspoken stress or anxiety?
  • What beliefs have held you back?

2. Health & Self-Care

  • Are you sleeping enough?
  • Eating to nourish or just to fill time?
  • What’s your body trying to tell you?

3. Relationships

  • Who gives you energy? Who drains it?
  • Are you showing up as the friend, partner, or parent you want to be?

4. Career & Work

  • Are you fulfilled by what you’re doing?
  • What skills do you want to grow in the next 6 months?

5. Finances

  • Are you spending intentionally or emotionally?
  • What money goals can you set for the next half?

6. Personal Goals

  • Did you set goals in January? Where are you now?
  • What goals no longer align with you?

How to Do a Mid-Year Life Audit (Step-by-Step)

Here’s how you can do a mid-year audit.

Step 1: Look Back at the Last 6 Months

Okay this is your first and most important step. Take a deep breath and think what went well? What made you feel happy? What are the things draining your energy?

You don’t need a list of huge accomplishments. Think small wins. Maybe you stuck to a writing routine, said no when you needed to, or simply made it through tough days with grace.

This is your chance to notice the good stuff you might have missed in the chaos.

Step 2: Be Honest About What Didn’t Work

Now shift your focus. What didn’t feel right? What left you drained or disappointed?

Sometimes we set goals that sounded good in theory but didn’t really fit into real life. Or maybe time just slipped away because of burnout and distractions.

Step 3: Revisit the Goals You Set in January

Now’s a good time to open up that planner and ask yourself, Do these goals still matter to me?

The truth is, you can always change your mind. What mattered in January doesn’t have to define the rest of your year. If something doesn’t fit anymore, you’re free to let it go.

Step 4: Let Go of What’s Not Serving You

You’ve looked at what’s working and what’s not. Now ask yourself what’s taking up space in your life that needs to go?

It could be a habit. A toxic expectation. A commitment that feels more draining than meaningful.

Whatever it is, you don’t have to carry it. Just let it go. And when you let go of what’s not helping you grow, you create space for what will.

Step 5: Recommit With Intention

Here comes the exciting part. You get to start fresh right in the middle of the year.

Ask yourself, What do I truly want from the next six months?

Step 6: Make a Simple, Gentle Action Plan

Don’t overthink it. Just write down:

  • 2 or 3 things you want to focus on
  • One tiny habit to support each one
  • A check-in date (once a month)

Set gentle reminders. Keep it flexible. Be kind to yourself as you go.

Final Thoughts

A mid-year life audit isn’t about being perfect. It’s about being present.
It’s a reminder that you still have 6 months to create something meaningful.

“Your life does not get better by chance, it gets better by change.” – Jim Rohn

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