Core Values

Core Values Exploration Tool

Introduction

When deciding how to spend your money in ways that bring the most fulfillment, aligning your spending with your personal values is a helpful approach. This activity will help you identify and narrow down your 3 core personal values. By the end, you'll be better equipped to make financial decisions that support your overall sense of well-being.

Instructions: Note: If you need to start over at any time, click the “Reset” button to return to Step 1.

Step 1
First, review the list of values below and select 10 that feel most important to you. As you select each value, it will appear in the “Values Selected” box. If you want to make changes, simply click on a value in the box, and a new spot will open up for you to choose a different value. Once you're happy with your selections, click the “Next” button.
Step 2
Next, you'll narrow your list down from 10 values to 5. This might be challenging! But remember, we're focusing on identifying your core personal values, even though many other values are still important to you. You can continue adjusting the selections in the “Values Selected” box until you feel confident in your top 5 values. When you're ready, click the “Next” button.
Step 3
Now comes the hardest part: narrowing your selections down to just 3 core personal values. This is a significant decision, but remember: your core values can change over time. This tool is designed to help you reflect on your current values, and repeating this activity at different points in your life may give you new insights. Once you've selected your 3 values, you're done! You will also have the option to receive your results by email.

Values Selected: 0 out of 0

*WFS does not provide direct financial services