Before our Vision & Values meeting, I'd love to understand how you feel about your financial life on a deeper level. This short exercise will help us uncover the emotions that shape your relationship with money, so we can have a richer, more meaningful conversation.
About 3-5 minutes
If you have a partner, we'd love for each of you to fill this out on your own. It gives us a fuller picture of where you both stand.
When you think about your financial life right now, which of these words resonate? Select as many as you'd like.
Now narrow it down. Which 5 feel most true for you right now?
If you're up for it, take a moment to reflect on those top 5. There are no right or wrong answers here.
Here's a snapshot of what came up for you. We'll use this as a foundation for our Vision & Values conversation.
A copy of your responses has been sent to your email. Looking forward to our conversation!