Resource · Life Transitions
What Matters to You
A guided worksheet for clarifying what your money is actually for.
Before any conversation about money, there’s a conversation about life. This worksheet helps you name what matters most to you, in your own words, so your financial plan can support it.
How the worksheet works
Reflect
A few opening questions to help you settle in.
Check
A list of values across four categories. Mark every one that resonates.
Narrow and rate
Choose your top five to seven values and rate each one.
Reflect on your top three
Prompts that connect your top values to how you use money today.
What happens next
How we use your answers to shape your plan and guide future decisions.
Take it at your own pace
Download the worksheet, complete it when you have some quiet time, and bring it to your next meeting.
This content is for informational purposes only and is not individualized advice.