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Values and spending survey

Values and spending survey 2025

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The document is a Values and Spending Survey designed to help individuals identify their spending preferences by comparing pairs of values related to financial decisions. Participants are asked to choose between various values, such as charity, education, and recreation, based on how they would spend an extra $100 if all bills were paid. The survey culminates in ranking these values to assist in setting financial priorities and aligning them with recent spending habits.

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Click ‘Get Form’ to open the values and spending survey in the editor.
Begin by entering your name and date at the top of the form. This personalizes your survey experience.
Review each pair of values presented in the survey. For every pair, circle the value that resonates most with you, reflecting how you would spend an extra $100.
Once you've completed circling your preferences, move to section A. Here, tally the number of times you selected each option and write it down.
In section B, rank the categories based on your tallies. Write down your top choices in order of importance to help clarify your financial priorities.
Finally, reflect on how these priorities align with your recent financial decisions. Keep this list handy for future reference.

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How you spend and give your money is a reflection of your personal values.?

Money can be a powerful tool for you to support the causes and beliefs that are important to you. Whether its how you spend, give or invest your dollars, aligning your money with your values allows you to make purposeful choices that you can feel good aboutwhile still planning thoughtfully for your future.

How can values affect our spending?

Our values influence how we prioritize our spending and saving, as well as the goals we set for our financial future. According to Psychology Today, if you value experiences and personal growth, you may prioritize spending money on travel, education, or personal development activities.

How do your values relate to money?

Your money values are an offshoot of your personal values and typically define how you view your finances and how you choose to manage money. Even if you dont think about them or cant articulate them, your values around money likely impact your finances on every level.

How do your values inform your spending?

Money values are an extension of your personal values. They are a set of core beliefs and principles that can shape your relationship with money and drive money decisions regarding how you spend, save, or invest. Similar to your personal values, your financial values are often shaped by your lived experiences.

How do your values inform your spending decisions?

These values influence the financial decisions you make from daily spending to long-term investing and charitable giving. Theyre deeply personal and often reflect your life experiences, family background, culture, and aspirations.

How do choices reflect your values around money?

Your money values might center around financial independence and the freedom it brings, allowing you to make choices without external constraints. Perhaps you prioritize security and stability, focusing on creating a strong foundation for yourself and your loved ones.

How do values affect financial decisions?

While we often think of financial values as being strictly about money, the reality is that all values can influence financial behavior and decision-making. Whether someone values family, personal growth, or financial security, these beliefs profoundly shape how they view and use their resources.

Values and spending survey 2025

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