What are Your Top 5 Values

I specialize in behavioral finance, and the process has reminded me how important values are in achieving both financial success and overall success in life. 

So, when I am talking about financial planning for the first time, I ask my clients and friends to discover their top values, so we can use the values to guide our financial planning strategy.

Follow this link for an exercise to help you discover your top five values. When you're finished, please email the results to rdunn@dunncreekadvisors.com

Values Exercise