Your Values Sort.
The foundation of everything we build together — what actually matters most to you, and just as importantly, what doesn't.
There are no right answers. Move through this with honesty rather than overthinking. The surprises are often the most useful part.
Read through the list below. Select the 7 values that feel most essential to who you are and how you want to live.
Selected: 0 of 7
From the 7 you selected, choose the 4 most important and rank them in order — #1 being what matters most of all.
Now look at the values you didn't select in Step 1. From those remaining, choose the 7 that feel least essential to you right now. This is just as revealing — what we deprioritize shapes our lives as much as what we value most.
Selected: 0 of 7
From the 7 you selected, choose the 4 least important and rank them in order — #1 being what matters least of all.
These are the most important part of the exercise. Write honestly — your advisor will read your responses before Meeting 1 to prepare for your conversation together.
What new things have you learned about yourself by completing this exercise? Share your insights in as much detail as feels useful.
Why did your top values land where they did — and why did your least important values end up there? What does that tell you?
Looking at your vision board and your top values side by side — what connections do you see? Where do they align, and where are they telling different stories?
How are your most important values reflected — or not reflected — in how you currently spend your money?
Your responses will be sent to your advisor to review before Meeting 1.
Your values sort has been sent to your advisor.
They'll review it carefully before your first meeting.