Search for:
Home
About Us
Services
Free Consult
Exit Planning Assessment
Client Portal
Contact Us
Search for:
Home
About Us
Services
Free Consult
Exit Planning Assessment
Client Portal
Contact Us
Search for:
Home
About Us
Services
Free Consult
Exit Planning Assessment
Client Portal
Contact Us
Family Core Values Exercise
Home
Client Home
Family Core Values Exercise
Home
VFO
Investment Dashboard
Add-Investment
Goals
Goals Grid
Add Goals
Messages
Add Message/File
Resources
Core Values Tool
eMoney
TSG Method Introduction
Logout
Add Company
Reset Password
Menu
Home
VFO
Investment Dashboard
Add-Investment
Goals
Goals Grid
Add Goals
Messages
Add Message/File
Resources
Core Values Tool
eMoney
TSG Method Introduction
Logout
Add Company
Reset Password
Download Family Core Values Exercise
Select 15 positive behaviors
Create top 8 short list
Select all negative behaviors you’ve personally seen that you want to minimize or eliminate
Add positive short list values to bucketing list
Assign buckets to each positive value
Move positive values to buckets by value number
Determine title for each bucket
Create definition for each bucket from positive values and personal meaning
Determine which bucket each negative value is associated with
Add statement to bucket for unacceptable behaviors terms
Share values to family frequently and revisit annually to ensure values are working for the family