Personal Values

Let's explore your values. Rate the importance of each financial value in your life on a scale of 1-10, with 1 indicating "not important" and 10 indicating "very important". This means that you are rating the value based on the importance you personally place on it. So, if living debt free was somewhat important to you, you might decide to rate that value a 5 or a 6.

Now let's explore your values in terms of your actual behavior. Rate your actual behavior of each financial value in your life on a scale of 1-10, with 1 indicating "not on target" and 10 indicating "right on target". This means that you are rating the value based on whether your actions and behavior clearly show progress in this area. So, if you have been saving diligently for your children's education for the past two years, you might rate this area as an 8 or a 9.