Directions
Rank each of the following values 1-16 (or more). Clarify th definitions if you need to. No ties!
(Drawn from Ken Rouse, Putting Money in it's Place)
If you are a Financial Advisor, please click here.
____ 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 ________________________________
