Financial Values Alignment Workshop

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Financial Values Alignment Workshop

Inspired by a conversation on:

The Long Term Investor

The Long Term Investor

From Numbers to Meaning When Building Your Retirement Plan with Carl Richards (EP.226)

Host: Peter Lazaroff

Timestamp: 00:10:13 - 00:10:50

Listen to Episode • View Podcast • All Ideas from The Long Term Investor

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Feather Flow

Direct Quote

"Aligning your use of capital with what you say is important to you."

Market Gap

People often misalign their spending with their core values.

Many individuals struggle with aligning their financial decisions with their personal values. This misalignment can lead to feelings of dissatisfaction and regret, as people spend money on things that do not truly reflect what they value. The challenge lies in helping individuals clarify their values and understand how their spending habits can support those values. Current financial planning tools often overlook the emotional aspects of money management, focusing instead on numerical optimization without addressing the underlying motivations behind spending. This gap creates a need for workshops that help individuals and families articulate their values and align their financial practices accordingly.

Summary

A workshop series designed to help participants identify their core values and align their financial decisions with those values can provide significant benefits. These workshops would include exercises, discussions, and tools to help attendees articulate what matters most to them, whether it’s saving for a child’s education, supporting charitable causes, or investing for retirement. By creating a supportive environment for exploration and discussion, participants can leave with a clearer understanding of how to align their spending and saving habits with their values. This alignment can lead to greater financial satisfaction and reduced stress over financial decisions.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$2,000 - $4,000 MRR
Moderate (Most Likely)
$8,000 - $15,000 MRR
Optimistic
$25,000 - $40,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
8/10
Feasibility
7/10
Market Potential
7/10
Evidence
8/10
Overall
7.4/10
Found on October 15, 2025 • Analyzed on October 15, 2023 8:23 AM

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Similar Ideas

Family Financial Alignment Workshops

Workshops aimed at helping couples align their financial goals and values could significantly reduce money-related conflicts. These workshops can provide structured discussions, budgeting tools, and practical strategies for managing finances as a team. By allowing couples to openly discuss their financial history, fears, and dreams, these sessions can foster understanding and collaboration. Offering this service in conjunction with financial counseling could enhance its effectiveness, providing couples with both the skills and the knowledge to manage their finances together.