Understanding Your "Why"

Understanding Your "Why"

Your attitudes and beliefs about money, your core values, and your ideas about money’s purpose in your life will all influence our work together. These exercises will help me better understand who you are outside of your financial statements.
Please make sure to scroll all the way through the questions and click the "Submit" button at the end to complete the questionnaire.
Name*

First NameLast Name
Identifying Your Core Values
Our core values often shape our attitudes, decisions and behaviors in many areas of our life, including our finances. When we understand and recognize what is most important to us, we can use that insight to help us make more intentional financial decisions that are in alignment with our values, leading to a more fulfilling and meaningful life.

I invite you to take a few minutes to complete this interactive values exercise so that I can better understand what beliefs and principles are most important to you.

Click here to complete the exercise then select your values from the dropdown options below.
Value 1
Value 2
Value 3
Value 4
Value 5
Do you have an important value not listed above? Write it in here:
Can you share any thoughts or insight on why these top values are important to you?
Open-Ended Questions
The exercises above help me learn more about you, your values, and your money beliefs, but they don't uncover everything that might be important to you.

I invite you to answer the questions below if you have any additional thoughts you'd like to share as we begin our work together.

Your replies will help me better support you in your financial journey.
What do you consider most important in life? What do you feel gives your life meaning and purpose?
What makes you happiest, most satisfied, and most fulfilled? What are you most passionate about?
Why is money, or building wealth, important to you? What about money, or how does money, support your values and goals?
What legacy do you want to leave behind? What values do you want to display or pass along to your children, grandchildren, family or friends?
Your Financial Purpose Statement
Take a few minutes to review your answers to the exercises and questions above. Think about the ways that money might be used to support the values and goals that are most important to you.

When you're ready, complete the following sentence:

Money's purpose in my life is to ___________________.

Try to come up with a statement that is short and easy to remember. Your Financial Purpose Statement should be personal to you, but here are a few examples to help you get started:
- Money's purpose in my life is to support an exciting, adventurous and fulfilling lifestyle.
- Money's purpose in my life is to allow me to share experiences with my family and raise responsible, independent children.
- Money's purpose in my life is to spend time with those I love as much as I can.
- Money's purpose in my life is to allow me to help others.
- Money's purpose in my life is to help me create beauty and good in the world around me.
Ready? Now write your Financial Purpose Statement below:
Money's purpose in my life is to .
I very much appreciate you taking the time to complete these exercises and share your thoughts with me!

I look forward to talking about this with you during our next meeting.

~ Kathleen
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Understanding Your "Why"

Identifying Your Core Values

Open-Ended Questions

Your Financial Purpose Statement