Episode 40: Money & Your Values

If you’re unsure whether your financial decisions are in line with your values, it may be time to do a “values check.”

Money decisions are about much more than dollars and cents – they are about your core values and how they impact your financial planning and decision-making. Unfortunately, many people experience disharmony between their values and their financial decisions. If you could benefit from more clarity about your values and what they mean for your financial and life goals, your challenge this week is to complete a “values check.”

This process will allow you to uncover what is truly important to you and let it drive your decisions going forward. If you need help brainstorming, we provide you with a downloadable one-page Values List to help you get started.

Don’t forget to visit https://flourishfinanciallychallenge.com to log in and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo’s book, Flourish Financially, as well as a customized Amazon Echo Dot. For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com Don’t forget to leave a review on our Alexa skills and keep Flourishing!

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Discover how navigating money and marriage with clarity and compassion can help strengthen your financial partnership.

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

Money is one of the most common sources of stress in relationships, yet conversations about finances are often about much more than dollars and cents....

Financial planning for fulfillment means aligning your wealth with your values and the life you most want to live.

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

We spend a great deal of time planning for financial success. We spend far less time asking what success is supposed to give us. Not...

Values-based financial planning helps you align your money with your goals and the life you most want to live.

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

There’s a question that doesn’t come up often enough in financial planning conversations: What does this money mean to you? Not what return you’re hoping...

Learn how money and mental health are connected and how awareness can support more intentional financial decisions.

Money and Mental Health: Understanding the Connection Between Emotions and Finances

When we talk about money, it’s easy to focus on the numbers — budgets, savings goals, investment accounts, and long-term plans. But if you pause...

Learn how women and wealth intersect, and how intentional financial planning can support confidence and independence.

Women and Wealth: Redefining Financial Independence with Confidence and Clarity

Conversations around women and wealth have shifted meaningfully over the past several decades. More women are participating in financial decision-making, building careers and businesses, managing...

Discover three women and money myths to leave behind and how financial planning can support confidence and clarity.

Three Money Myths Women Should Leave Behind for Good

Conversations about money are rarely just about numbers. They’re shaped by experience, upbringing, culture, and the messages we absorb over time. For many women, certain...

Now with Locations in:

Who We Are

Services

Resources

Clients

Contact

Flourish Financially with Kathy Longo

Join Our Mailing List

Stay up to date on all things Flourish!