You have probably heard a saying that goes something like, “Show me your checkbook and your calendar, and I will tell you what you value most”. This saying exposes the reality that our actions reflect our values. Two places where this is most evident are how we spend our time and how we spend our money.

Over the next 5 weeks, we will be working through a blog series on how our values drive our decisions, specifically around money. At Master’s, we believe that defining values is the ‘top of the funnel’ for making impactful decisions with money, and those values should be personal and unique to every family we work with.

After several years of collecting values, we’ve observed some recurring themes. In this blog series, we will explore the 5 most common values among our clients. We will discuss each value and its impact on financial decisions, recognizing that one word can mean something different to everyone.

One theme you’ll notice as you look at this list below is that the values most represented relate to people, rather than money. The significance lies not merely in money itself but in how it impacts those around us.

The values we will explore in this series are:

• Faith
• Family
• Generosity
• Integrity
• Security

Let us know what stories you have about how your personal values have reflected impactful money decisions!