We'll work through this together during your meeting. Starting from 51 core values, we'll sort, then narrow step by step until we land on your top 5, ranked in priority order. The goal is to surface what matters most to you, so your financial plan can be built around it. There are no right or wrong answers.
Living in alignment means matching how you actually spend your time and money with the values that matter most. We'll narrow the list together — then save your top five as a PDF for your plan.
Take each card one at a time. Send the values that fit you well to the Keep pile and the rest to the Discard pile — there are no right or wrong answers. You can review either pile and put a card back in the deck at any time.
From the values you kept, choose the ones that matter most. Send each card to Set Aside or Keep — there's no set number to hit, just narrow down to what still feels essential.
Getting closer. Set aside the values that matter a little less, until only your strongest contenders remain.
Choose your final five — the values that matter most of all. Once you've narrowed to exactly five, rank them in order of priority below.
Using your results: These are the values we'll use as a lens for the rest of your plan — prioritizing goals, weighing trade-offs, and checking that where your money goes reflects what matters most to you.
Capture how these values show up in the client's goals and decisions — and any tension between what they value and where their time or money currently goes.