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Values Assessments (iOS)

Clients: Complete a Values Assessment​

  1. Go to Home and tap Complete Assessment, or open the Values tab.
  2. Step 1: Select 15 values.
  3. Step 2: Narrow your list to 10 values.
  4. Step 3: Choose your 5 core values.
  5. Tap Complete to submit your assessment.

After you submit, the Values tab shows your most recent assessment in read-only mode.

Advisors: Review Client Assessments​

  1. Open the Values tab.
  2. Use Search to find a client by name or ID.
  3. Toggle Show completed assessments to include completed items.
  4. Tap a client assessment to open details.

Update Assessment Status​

In the assessment detail view, use the Status menu to mark the assessment as:

  • Received
  • Submitted
  • Complete

Generate a Vision Statement​

From the assessment detail view, tap Generate Vision Statement to open the guided vision chat. Use the chat to produce a draft and Save Vision when ready.

For tips and best practices, see the Vision Chat guide.