Values Discovery
What’s important to you?
Our values drive how we want to spend our time and energy. Often the two can be mismatched, which leaves us feeling unfulfilled. During our working lives, it may not be possible to live entirely in line with our values, but retirement provides the greater freedom to do so.
When we have a better understanding of what our values are we can make sure we are using our money and time in a way that is consistent to our values. This short exercise is designed to help you identify the values that guide your decisions, priorities, and trade offs.
It is not purely about money. Instead, it helps uncover what matters most to you and what tends to drive your choices across work, family, lifestyle, security, freedom, achievement, and fulfilment.
At the end, you can save and share your results with me so we can use them as part of your wider financial planning conversations.