🧭 Values Navigator

Understanding your core values is the foundation of purposeful financial planning. This exercise will help you identify what matters most to you.

Here's how it works:

You'll see 50 common values (plus you can add your own!)
Select all the values that resonate with you
Narrow down to your top 10, then your top 5 core values
Rank your top 5 in order of importance
Rate how well your life currently aligns with your values
Your results will be emailed to you and your advisor

Full Name

Your Email

Phase 1 of 6 Select all values that resonate

Select All Values That Resonate

Review the values below and click on every value that feels important to who you are or who you want to become. Don't limit yourself—select as many as you'd like. You can also add your own values below!

Note: You'll need to select at least 10 values to continue to the next step.

0 selected

Don't see a value that's important to you? Add your own:

Phase 2 of 6 Narrow down to your top 10

Narrow Down to 10 Values

Great choices! Now let's get more focused. From the values you selected, choose only 10 values that feel most essential to who you are. This is where the prioritizing begins.

0 of 10 selected

Phase 3 of 6 Select your top 5 core values

Choose Your Core 5

This is the hard part: select only 5 core values—the ones that are absolutely non-negotiable for you. These will guide your financial decisions and life planning.

0 of 5 selected

Phase 4 of 6 Rank your core values

Rank Your Core 5

Now put your 5 core values in order of importance. Use the arrows to reorder them, with your #1 most important value at the top. This is tough—trust your instincts!

Phase 5 of 6 Rate your current alignment

How Aligned Is Your Life?

For each of your top 10 values, rate from 1 to 10 how well your current life, choices, and daily actions align with that value. Be honest—this helps identify where you might want to focus.

Phase 6 of 6 Reflect on your values

Final Reflections

Take a moment to reflect on your values and alignment scores. These questions are optional but can provide valuable insights for our conversation.

Looking at your alignment scores, which value are you most proud of how you're currently living it? What's going well? Optional

Looking ahead to the coming chapter of your life, which alignment gap do you most hope to close? What would that look like? Optional

How might your core values influence the financial decisions you make going forward? Optional

🧭 Values Navigator

Select All Values That Resonate

Don't see a value that's important to you? Add your own:

Narrow Down to 10 Values

Choose Your Core 5

Rank Your Core 5

How Aligned Is Your Life?

Final Reflections

🎉 Your Values Profile

Your Values Alignment

Your 5 Core Values

Your 5 Supporting Values

Your Reflections