Your Values

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Values Exercise

What’s important to you?

Directions: Rank each of the following values 1-16 (or more). You must ‘Rank’ each one, i.e., NO ties!

(Drawn from Ken Rouse, Putting Money in its Place)

____ 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 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

Interested in becoming an IFG client?  Why play phone tag?  Schedule your 15-minute introductory phone call!

Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

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20-Minute “Right Fit” Introductory Call Now!

Jim's picture
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.

Schedule Your 20-Minute
“Right Fit” Introductory Call Now!