Core Values Exercise
Discover Your Core Values in Minutes
At Beratung, we believe all financial planning begins with your core values. They are the framework that guides every decision in your financial plan. Yet, most people never take the time to define them—not because they don’t care, but because the process feels overwhelming.
That’s why we created this simple module. In just 5–10 minutes, you can walk away with a clear draft of your core values.
Here's How It Works:
- You’ll be shown 52 “cards” with common core values, plus the option to create your own.
- You’ll sort them into piles and gradually narrow them down.
- By the end, you’ll have identified five core values that matter most to you.
For most people, this is just the beginning. We often help refine these further—but this tool gives you a strong, intentional start.
The best part? You can do this exercise as many times as you’d like, until your core values feel right.
If you’re a client, we encourage you to share your core values with your financial planner. That way, we can build a plan that’s not just about numbers—it’s built around what matters most to you.