Module 2
Build your Compass.
Who are you? What do you value? Why do you do what you do?
You'll figure all that out and more.
Who are you?
Module 2 Build Your Compass. When you are living in alignment to your values, you just just feel good about your life. Slip a little, and things can feel flat. In this module you will think a little more deeply about your motivations. In addition, the path you have been on and the direction you are desiring to pursue.
There are three outcomes from the below exercises. They include defining your 2 Key Personal Values, Building your “I am” statement, and Finding your “Why?”
Pretty deep stuff. But you need to go deep, as this is the foundation for building your plan.
In Module 3, with this foundation in place, you will complete self assessments on the 8 Attributes of a successful retirement. You’re values, “I am”, and Why” statements will provide direction as you layout your plan and priorities.
My Values
Defining your values provides clarity and direction, acting as a compass for decision-making. When you align your choices with your core beliefs, you create a life of purpose, authenticity, and fulfillment—ultimately living a positive, no-regrets life where each action reflects your true self and long-term vision. Utilize the linked worksheet to identify your 2 key values. Reflect on past experiences when you were “living” the value as well as note “slippery” behaviors that indicated you might be drifting off track. Now, once defined, think of a decision you need to make. Reflect on these 2 values, and ask yourself, what direction do they provide?
My "I am" Statement
The “I Am” document is designed to be a statement of empowerment, capturing qualities, values, and attributes that you identify with or aspire to embody. It’s more than just a list of traits—it’s a declaration of your potential, aligning your thoughts, actions, and choices with a higher vision of yourself.
Write and continuously refine your “I Am” document as a way to stay connected with your highest aspirations and true essence. It serves as a powerful reminder to live in alignment with your deepest purpose, creating a life that is intentional and without regrets.
Find "Your Why?"
“Find Your Why” methodology focuses on discovering your core purpose, or “Why,” which is the reason you do what you do beyond just making money or achieving success.
The process helps you clarify your deeper motivation and align your actions with your values.
Following instructions in attached worksheet, begin the development of your “Why?”. This can take time, and multiple iterations, therefore, be patient and leverage a close friend or colleague to assist.