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Values Sort Tool

Connect With Your Values

Read through the list of 60 values. Consider the ones that are most important to you and choose between the following: Very Important, Somewhat Important, Not Important.

	Very Important	Somewhat Important	Not Important
Achievement/Ambition/Success
Adaptability/Flexibility
Adventure/Challenge
Autonomy/Freedom/Independence
Balance
Beauty
Collaboration/Teamwork
Commitment/Perseverance
Competence
Competition
Confidence
Connection/Community
Courage/Risk-taking
Creativity/Innovation
Curiosity
Dependability
Discipline
Diversity/Inclusion
Empathy/Kindness/Forgiveness
Excellence/Quality
Faith/Spirituality
Family
Financial stability
Friendship
Fun
Generosity/Giving back/Service
Happiness/Gratitude/Joy
Hard work/Initiative
Health/Well-being
Honesty/Integrity/Truth
Humility
Humor
Inclusion
Intelligence/Knowledge
Learning/Personal Growth
Legacy
Leisure
Love/Affection
Loyalty/Commitment
Making a difference
Nature
Open-Mindedness
Optimism
Patriotism
Peace/Harmony
Power/Influence
Pride/Respect
Prosperity/Wealth
Recognition
Reliability
Resourcefulness
Responsibility
Safety/Security
Serenity/Solitude/Quiet
Sportsmanship
Teaching/Mentoring
Tradition
Travel
Trust
Wisdom

Read through the list of values from the previous page that you indicated as "most important." Please choose the 5 values in the list below that are most important to you.

	Most Important
Achievement/Ambition/Success
Adaptability/Flexibility
Adventure/Challenge
Autonomy/Freedom/Independence
Balance
Beauty
Collaboration/Teamwork
Commitment/Perseverance
Competence
Competition
Confidence
Connection/Community
Courage/Risk-taking
Creativity/Innovation
Curiosity
Dependability
Discipline
Diversity/Inclusion
Empathy/Kindness/Forgiveness
Excellence/Quality
Faith/Spirituality
Family
Financial stability
Friendship
Fun
Generosity/Giving back/Service
Happiness/Gratitude/Joy
Hard work/Initiative
Health/Well-being
Honesty/Integrity/Truth
Humility
Humor
Inclusion
Intelligence/Knowledge
Learning/Personal Growth
Legacy
Leisure
Love/Affection
Loyalty/Commitment
Making a difference
Nature
Open-Mindedness
Optimism
Patriotism
Peace/Harmony
Power/Influence
Pride/Respect
Prosperity/Wealth
Recognition
Reliability
Resourcefulness
Responsibility
Safety/Security
Serenity/Solitude/Quiet
Sportsmanship
Teaching/Mentoring
Tradition
Travel
Trust
Wisdom

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Disclosure:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Sonoma Wealth Advisors, to provide information on a topic that may be of interest. The information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Investment advisory services provided by Fermata Advisors, LLC, a registered investment advisor d/b/a Sonoma Wealth Advisors.

Certified Financial Planner™ Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.