We'll work through this together during your meeting. First, you'll sort 45 core values down to your top 5 and rank them. Then we'll go through your money story, how you think and feel about money, and your goals. Your answers help us build a financial plan around what you care about. There are no right or wrong answers.
We'll ask about your background, how you make money decisions, and what you want your money to do for you. Your answers help us build a plan that fits your life.
We'll start with the values that guide your decisions.
Click every value that feels important to you. Pick as many as you like and go with your first reaction. Click a card again to remove it.
Hover over a value to see what it means.
Here are the values you picked. Click any that feel less important to remove them. There's no set number to keep.
Remove a few more. Keep the values you couldn't give up.
Choose the 5 values that matter most to you. Then rank them below.
How we'll use this: We'll refer back to these values as we set goals, make trade-offs, and check that your spending matches your priorities.
Note how these values show up in the client's goals and decisions, and any gaps between what they value and where their time or money goes.