Before we talk about your money, let's talk about what it's for.
This short exercise helps you identify the values that shape the life you want, so the financial plan you eventually build actually serves them. There are no right answers, and your results aren't scored or compared to anyone else's.
Choose your top 10.
Of the values you marked as important, tap the 10 that matter most to you.
Now rank your top 5.
Tap values in order, most important first. A number will appear on each selected card.
How are you living these values right now?
Slide to score each value from 1 to 10. There are no wrong answers. This just helps you see where you feel aligned and where there's a gap.
Save your results.
You'll get a PDF summary of your top 10 values, with your top 5 in focus, to download. A copy will be shared with Trevor so you can walk into your first meeting with clarity.
Here's what matters most to you.
A copy has been sent to Trevor at Four Pines Financial. He'll reach out to schedule a conversation.