The "Vision & Values" Assessment

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The "Vision & Values" Assessment

How you process infomation with you leadership style

#1. When you imagine your life at age 60, what is the very first thing that comes to mind?

(A) A specific image of where I am and what it looks like.

(B) A specific feeling of peace, comfort, or excitement.

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#2. If you’re planning a big Saturday with friends or family, what’s your "vibe"?

(A) I’m the one making the itinerary and making sure we stay on track.

(B) I’m just there for the fun—I want to make sure everyone is having a blast.

(D) I’m happy to go along with whatever the group wants; I just like being together.

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3. When you’ve worked really hard on something, how do you like to be recognized?

(A) A simple "Thank you, I really value what you did."

(B) Someone taking a task off my plate so I can rest.

(D) Someone spending quality, focused time with me to celebrate.

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4. When you want to show someone you care about them, what’s your "go-to" move?

(A) Telling them exactly why they are amazing.

(B) Doing something for them that makes their life easier.

(D) Making sure I’m 100% present and available for them.

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5. Why is "Financial Freedom" actually important to you? (Pick the one that hits home hardest):

(A) I want to see the legacy I’m building for my kids.

(B) I want to feel the weight of debt finally leave my shoulders.

(D) I want the flexibility to change my life whenever I want.

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