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Money-Values Alignment Worksheet
Module A: Align Your Finances with Your Dream Life
Purpose: Identify your core values and assess how well your current spending aligns with them
Time Required: 25-35 minutes
Materials Needed: Your completed Financial Reality Snapshot™ from Module E
Important Note
There are no "right" or "wrong" values. Be honest about what truly matters to you, not what you think should matter.
PART 1: Identify Your Core Values
Step 1: Select 10-15 values that resonate most strongly with you
Achievement
Adventure
Authenticity
Balance
Beauty
Community
Compassion
Creativity
Curiosity
Education
Family
Financial Security
Freedom
Friendship
Fun
Generosity
Growth
Health
Honesty
Independence
Innovation
Integrity
Joy
Justice
Leadership
Learning
Legacy
Meaningful Work
Nature
Peace
Personal Growth
Recognition
Security
Self-expression
Service
Step 2: Select your top 5 core values
PART 2: Assess Your Current Money-Values Alignment
Important:
Refer to your Financial Reality Snapshot™ from Module E to see where your money has been going.
Step 3: For each value, rate how well your current spending aligns (1-5)
1 = My spending contradicts this value | 3 = Neutral | 5 = My spending strongly supports this value
Step 4: Identify your biggest misalignments
Step 5: Identify your strongest alignments
PART 3: Envision Your Values-Aligned Future
Step 6: Describe your vision
Step 7: Identify priority shifts
Next Step:
Proceed to the Value-Based Spending Plan to create a concrete plan for spending that supports what matters most to you.
