Discover Your Values: Wings Video 1: Align Your Finances to Your Values

List your Top 5 Values below.

Then, jot down one purchase that aligns with that value and one that doesn't.

Tip: Pull up your credit card statements to jog your memory if needed.

“Don't give up what you want most for what you want now. ”

Richard G. Scott

A Practical Reminder...

Write one of your values-based financial goals on the line.

Cut this card out to keep in your wallet as a reminder to spend wisely.

Is what you ' re about to buy worth more than ?

Discover Your Values

The right Financial Advisor can help you create a financial plan that ensures you live and leave your unique legacy. Fill in the spaces below. Then, bring this page to your Financial Advisor to help you complete the remainder of the exercise and incorporate your values into your financial plan.

My Top 5 Values

Discover Your Values

QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

What steps can we take to ensure I get to see my generosity and legacy at work in the people and causes I care about, now or in the near future?

What steps can we take to ensure the people and causes I care about are taken care of when I'm gone? ______________________________________________________

"I want my financial plan to reflect my values." You