Formynder Wealth Management
Money and Values Exercise
A financial plan works best when it is built around what matters most to you. This takes about 15 minutes. Your answers shape our vision and values meeting.
- 1Choose 10
- 2Narrow to 5
- 3Rate
- 4Reflect
- 5Results
Married? Each spouse completes this on their own. Comparing your lists is one of the best parts of the meeting.
Step 1: Choose your top 10 values
Read through the list and tap the 10 that matter most to you. Go with your gut. There are no right answers, and every value here is a good one.

