Financial Health
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Values, Goals & Priorities

Clarify Your Values

Goals & Priorities

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Values, Goals & Priorities

The first step in the path to achieving financial health is learning what really drives you when it comes to money.


  • What are your values?
  • What are the attitudes about money that shape how you handle money?
  • How well do they parallel and guide your financial behavior?

Priorities naturally flow from well-established, thought out, and heartfelt values. Once you know these, figuring out your financial goals--where you want to go financially and how you're going to do it--is easy.

Your attitude toward money determines how much money you need, how hard you're willing to work for it, and how you'll feel if you achieve your goals.

The alignment of your beliefs and behavior is essential to your happiness. This harmonization helps you resolve financial conflicts, like working longer to make more money but having less time to spend time with loved ones, or paying debt vs. investing.

Clarify Your Values
Discover what you really want from money by using a value ladder. In this short exercise, you can clarify the values that shape your relationship with money, and ultimately your financial goals.

Financial Goals & Priorities
After you have clarified your values, you're ready to see the goals that will shape your financial health. We've given you a set of rules and tools that will help you formulate a plan and stick with it.

 Clarify Your Values

 Financial Goals & Priorities

 

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