Resource · Life Transitions
Prioritize Your Values Worksheet
A short exercise for ranking what you most want your money to do.
Your values can guide your financial decisions as much as your numbers do. This worksheet builds on the Client Values Checklist to help you rate your core values and reflect on the ones that matter most.
How the worksheet works
Identify your core values
Start with the values you marked on the Client Values Checklist, then choose your top five to seven.
Rate each value
Score each value from 1 to 10 and describe what it means to you.
Reflect on your top three
Prompts that help you see where your current financial choices support each value, and where they work against it.
Bring your reflections to the table
Download the worksheet and complete it at your own pace. Your answers help us shape a plan around what matters most to you.
This content is for informational purposes only and is not individualized advice.