# Values Discovery

> Identify core life values for financial planning and advisor relationships. (iPhone/iPad app by Morningstar, Inc..)

- Source: https://appshunter.io/ios/app/values-discovery/id1450680954 (this page in markdown: same URL + `.md`)
- Developer: [Morningstar, Inc.](https://appshunter.io/developer/310716166)
- Category: Education
- Price: Free
- Rating: 3.00/5 from 3 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 11.0 · 45 MB
- Languages: American English
- Released: 2019-02-01
- Data updated: 2026-08-08
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/values-discovery/id1450680954/reviews.md

## What is Values Discovery?

What are core values?

Your core values are important needs or requirements that have helped you to be successful, and help you recognize what's important to you.

This exercise will help you clearly identify the core values by which you live your life. It is the first step in providing clarity and ensuring you have a financial plan that aligns with your values. It will also aid in developing a cleaner, tighter and smoother relationship with your financial advisor.

## Key features

- Core value identification exercise
- Aligns financial plans with values
- Improves advisor relationships
- Provides clarity on personal priorities

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/values-discovery/id1450680954/reviews.md

### 5/5 — Fun

*2020-06-18*

Worked well.

### 2/5 — Severely Limiting

*2019-10-22*

A decent concept except the fact that they show you 8 values and you can only choose 2 and the rest are tossed away never to return. They do five rounds of eight cards and you choose two in each. You’re supposed to discard two of them which makes no sense because after you choose to to keep all six or eliminated anyway so there’s really no need to delete any.  In one dealings of eight cards, I wanted to keep five of them as they all were the most important things to me. But since I could only choose 2 of them, I ended up having to pick some other random ones that did not mean anything as much as the ones I had to toss away. Not worth the download.

## Frequently asked questions about Values Discovery

### What is the main purpose of Values Discovery?

Values Discovery helps users identify their core values, which are essential needs and requirements that contribute to success and personal fulfillment. This process is designed to bring clarity and ensure financial plans align with these fundamental principles.

### How does Values Discovery help with financial planning?

By clearly identifying your core values, the app aims to provide a foundation for creating a financial plan that is in harmony with what is truly important to you. This alignment can lead to more effective and satisfying financial decisions.

### Can Values Discovery improve my relationship with my financial advisor?

Yes, the app suggests that understanding and articulating your core values can lead to a cleaner, tighter, and smoother relationship with your financial advisor. It facilitates better communication about your priorities.

### What is the learning methodology used by Values Discovery?

The app employs an exercise-based approach to guide users through the process of self-reflection and identification of their core values. It's a structured way to explore personal priorities.

### How is progress tracked in Values Discovery?

While the app focuses on a single exercise, progress is measured by the user's ability to clearly identify and articulate their core values. The outcome is a clearer understanding of personal priorities.

### Does Values Discovery offer any certifications?

Values Discovery does not offer formal certifications. Its primary goal is personal insight and alignment of personal values with financial planning, rather than providing credentials.

### What devices is Values Discovery available on?

Values Discovery is available on iPhone, iPad, and iPod devices. It is designed for Apple's mobile ecosystem.

### How often is Values Discovery updated?

The latest version of Values Discovery is 2.3, and it was last updated on July 2, 2020. This indicates a release cycle that may vary.

## Version history (last 3 releases)

### 2.3 — 2020-07-02

Backend integration and bug fixes.

### 1.1 — 2019-04-12

Updated icon.

### 1.0 — 2019-01-31

No release notes.

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## More apps by Morningstar, Inc.

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All apps by Morningstar, Inc.: https://appshunter.io/developer/310716166

## Related topics

[values discovery](https://appshunter.io/ios/topics/values-discovery)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-08.*