Values exercise

Explore Yourself

Values exercise


Rank each of the following values 1-16 (or more). Clarify the definitions if you need to. No ties!

(Drawn from Ken Rouse, Putting Money in it’s Place)

For Financial Advisors: if you adapt from this document please send us a courtesy email with any improvements or corrections.

  • ____ Achievement

    To accomplish something important in life, to succeed at what I am doing

  • ____ Aesthetics

    To be able to appreciate beauty and be creative

  • ____ Authority/Power

    To be a key decision maker and direct other’s activities

  • ____ Adventure

    To experience variety and excitement, and to respond to challenging opportunities

  • ____ Autonomy

    To be independent, to have freedom and do what I want to do

  • ____ Health

    To be physically, mentally and emotionally well, to feel energetic and to have a sense of well being

  • ____ Integrity

    To be honest and straightforward, just and fair

  • ____ Friendship

    To have close personal relationships, to share love with family and friends

  • ____ Pleasure

    To experience enjoyment and satisfaction from activities in which I participate

  • ____ Recognition

    To be seen as successful, receive acknowledgement for achievement

  • ____ Security

    To feel stable and comfortable with few changes or anxieties in my life

  • ____ Sense of Humor

    To keep life experiences in perspective through appropriate use of humor

  • ____ Service

    To provide for the community through contributing time, money, or skills

  • ____ Spiritual Growth

    To have harmony with the infinite source of life

  • ____ Financial Wealth

    To acquire enough money to be financially independent

  • ____ Wisdom

    To have insight, to be able to pursue new knowledge and have clear judgment

  • ____ Other _______________________________

  • ____ Other _______________________________