đ§ Values Navigatorâ˘
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 a list of 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
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 yourselfâselect 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.
Don't see a value that's important to you? Add your own:
Notice any patterns? Some people find their values cluster in one or two areas. Others are more spread out. Neither is betterâand this often shifts as we move through different chapters of life.
Self & Identity
Relationships & Connection
Contribution & Achievement
Joy & Experience
Inner Life & Wellbeing
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.
Choose Your Core 5
This is the hard part: select only 5 core valuesâthe ones that are absolutely non-negotiable for you. These will guide your financial decisions and life planning.
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 toughâtrust your instincts!
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 honestâthis helps identify where you might want to focus.
Any value where there's a gap between how important it is to you and how you're currently living it is an alignment gap. Everyone has themâthey're not failures, just opportunities to grow closer to the life you want.
Final Reflections
Take a moment to reflect on your values and alignment scores. These questions are optional but can help deepen your understanding and create momentum towards meaningful action.