Values Navigator

Understanding your core values is the foundation of financial planning that actually fits your life.

Here is how it works:

You will see a list of common values — select all that resonate with you
Narrow down to your top 10, then your top 5 core values
Rank your top 5 in order of importance
Rate how well your life currently aligns with each value
Your results will be emailed to you and to Jacob before your Foundations Meeting

First Name

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Last Name

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Email Address

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What Are Values?

Your values are not goals you check off a list. They are the principles that shape how you want to live — the things that matter regardless of your circumstances, your balance sheet, or what anyone else thinks. They describe who you actually are.

When a financial plan is built around them, it becomes something different. Not a spreadsheet. A framework for decisions that actually feel like yours. That is why we start here.

A note as you go: Some values you select may reflect who you already are. Others may reflect who you are working toward. Both are valid here. Take your time with this — some choices will feel obvious, others will surprise you. Both are useful.

Jacob Molina, CPA | CFP®

Styra Wealth Management

Phase 1 of 6

Select all that resonate

Select All Values That Resonate

Click every value that feels important to who you are or who you want to become. Do not limit yourself — select as many as you like. You can also add your own values below.

You will need to select at least 10 values to continue.

0 selected

Don't see a value that matters to you? Add your own:

Your Values by Life Area

A moment to reflect

Notice any patterns? Some people find their values cluster in one or two areas. Others are more spread out. Neither is better.

What do you notice about how your values are distributed? Does anything surprise you? Optional

Phase 2 of 6

Narrow down to your top 10

Narrow Down to 10 Values

From everything you selected, choose only 10 values that feel most essential to who you are. This is where prioritizing begins.

0 of 10 selected

Phase 3 of 6

Select your top 5 core values

Choose Your Core 5

This is the hard part: select only 5 core values — the ones that are absolutely non-negotiable for you. These will guide your financial decisions and life planning.

0 of 5 selected

Phase 4 of 6

Rank your core values

Rank Your Core 5

Put your 5 core values in order of importance. Use the arrows to reorder them, with your most important value at the top. Trust your instincts.

Phase 5 of 6

Rate your current alignment

How Aligned Is Your Life?

For each of your top 10 values, rate from 1 to 10 how well your current life, choices, and daily actions align with that value. Be honest — this is where the useful data lives.

Any gap between how important a value is to you and how you are currently living it is an alignment gap. Everyone has them. They are not failures — they are direction.

Phase 6 of 6

Reflect on your values

Final Reflections

These questions are optional but can help deepen your understanding and give your planning conversation a clearer starting point.

Looking at your alignment scores, which value are you most proud of how you are currently living it? Optional

Looking ahead, which alignment gap do you most hope to close? What would that look like? Optional

What is one thing you could do in the next year to make progress on one of your alignment gaps? Optional

What is one step you could take today, however small, toward one of your alignment gaps? Optional

Your Values Profile

Values Alignment

Core Values (Top 5) Supporting Values

Your 5 Core Values

Your 5 Supporting Values

Your Values by Life Area

How your values evolved through each phase of the exercise.

Sending your results...

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