Guiding Wealth
What Matters Most
A short, interactive way to name the values that should shape your financial plan. Sort through a stack of values, narrow to what matters most, then connect it to your money decisions.
1Sort
2Top 10
3Top 5–7
4Reflect
Takes about 10–15 minutes. There's no right answer — go with your first instinct on each card.
Step 1 — Sort
Select what resonates
Read through the list and click every value that genuinely resonates with who you are and how you want to live. Don't overthink it — if it fits, select it. (Select at least 10.)
Selected: 0
Select at least 10 to continue
Step 2 — Narrow
Choose your top 10
Selected: 0 / 10
Step 3 — Narrow further
Choose your top 5 to 7
Think about what matters most to you. These are the values you would want reflected in your everyday life, your relationships, and your financial decisions.
Selected: 0 (pick 5–7)
Step 4 — Reflect
Reflect on what matters
For each value, take a moment to describe what it means to you personally.
Summary