Resource · Life Transitions
A one-page exercise for identifying the values that feel especially relevant or important in this chapter of your life.
Your financial plan should reflect more than numbers. This checklist gives you a broad set of values to consider so you can identify the ideas that feel most important to you right now.
The worksheet groups the values into areas such as direction and growth, freedom and resilience, relationships and contribution, and character and fulfillment. Print the page and check every value that resonates — there is no need to narrow the list before you begin.
Start with what matters most
Print the worksheet and check every value that feels relevant. You do not need to narrow the list before beginning.
This content is for informational purposes only and is not individualized advice.
