Values Discovery

Values Discovery

By Morningstar, Inc.

  • Category: Education
  • Release Date: 2019-02-01
  • Current Version: 2.3
  • Adult Rating: 4+
  • File Size: 45.45 MB
  • Developer: Morningstar, Inc.
  • Compatibility: Requires iOS 11.0 or later.
Score: 3
From 3 Ratings


What are core values? Your core values are important needs or requirements that have helped you to be successful, and help you recognize what's important to you. This exercise will help you clearly identify the core values by which you live your life. It is the first step in providing clarity and ensuring you have a financial plan that aligns with your values. It will also aid in developing a cleaner, tighter and smoother relationship with your financial advisor.



  • Severely Limiting

    By heidileereads
    A decent concept except the fact that they show you 8 values and you can only choose 2 and the rest are tossed away never to return. They do five rounds of eight cards and you choose two in each. You’re supposed to discard two of them which makes no sense because after you choose to to keep all six or eliminated anyway so there’s really no need to delete any. In one dealings of eight cards, I wanted to keep five of them as they all were the most important things to me. But since I could only choose 2 of them, I ended up having to pick some other random ones that did not mean anything as much as the ones I had to toss away. Not worth the download.