The Other 90 Financial  ·  Life Planning Personal Values
Assessment
Clarify  ·  Narrow  ·  Commit You'll work through four rounds of narrowing — clicking the values that resonate most at each stage — until your core values reveal themselves. No rating required. Just choose.
Round 1 of 4
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Send your core values to David so they can anchor every planning conversation going forward.
Values Received Your core values have been sent to David. These will anchor every planning conversation — money is a tool; your values are the compass.
The Other 90 Financial · Retire Well. Steward Better. · theother90.com  ·  David Dodd, CFP®, CKA®  ·  Fee-Only · Fiduciary
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