Values exercise
Explore Yourself
Values exercise
Directions
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.
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____ Achievement
To accomplish something important in life, to succeed at what I am doing
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____ Aesthetics
To be able to appreciate beauty and be creative
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____ Authority/Power
To be a key decision maker and direct other’s activities
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____ Adventure
To experience variety and excitement, and to respond to challenging opportunities
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____ Autonomy
To be independent, to have freedom and do what I want to do
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____ Health
To be physically, mentally and emotionally well, to feel energetic and to have a sense of well being
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____ Integrity
To be honest and straightforward, just and fair
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____ Friendship
To have close personal relationships, to share love with family and friends
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____ Pleasure
To experience enjoyment and satisfaction from activities in which I participate
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____ Recognition
To be seen as successful, receive acknowledgement for achievement
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____ Security
To feel stable and comfortable with few changes or anxieties in my life
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____ Sense of Humor
To keep life experiences in perspective through appropriate use of humor
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____ Service
To provide for the community through contributing time, money, or skills
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____ Spiritual Growth
To have harmony with the infinite source of life
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____ Financial Wealth
To acquire enough money to be financially independent
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____ Wisdom
To have insight, to be able to pursue new knowledge and have clear judgment
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____ Other _______________________________
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____ Other _______________________________