--- title: "Values Discovery — App Overview" url: https://marlvel.ai/intel-report/education/values-discovery category: Education developer: Morningstar, Inc. platforms: ios rating: 3.0 (3 ratings) pricing: free report_level: overview generated: 2026-04-28 last_verified: "2026-04-28T05:13:44.637Z" --- > **Key Insight:** While the app aims to bridge the gap between personal values and financial planning, user feedback indicates frustration with the restrictive nature of the card-sorting selection process. | Metric | Value | |--------|-------| | Category | Education | | Rating | 3.0 ★ (3) | | Pricing | free | | Platforms | iOS | | Latest Version (iOS) | 2.3 | | Developer | Morningstar, Inc. | ## What is Values Discovery? Values Discovery is a tool developed by Morningstar, Inc. designed to help users identify their core personal values through a card-sorting exercise. The app aims to provide clarity for financial planning and improve communication between clients and their financial advisors. ## Key Features - **Core Values Identification**: A guided exercise that helps users define the requirements and needs that drive their personal success. - **Financial Alignment**: A framework intended to ensure a user's financial plan is consistent with their identified core values. - **Advisor Collaboration**: A tool designed to facilitate a more efficient and transparent relationship between users and their financial advisors. ## Who is it for? Individuals seeking to align their personal values with their financial planning goals. ## Links - [App Store](https://apps.apple.com/us/app/values-discovery/id1450680954?uo=4) - [Full Intelligence Report](https://marlvel.ai/intel-report/education/values-discovery) --- *This is an overview report. Sentiment analysis, competitive landscape, and SWOT analysis are available in the [full intelligence report](https://marlvel.ai/intel-report/education/values-discovery).* *Generated by [Marlvel.ai](https://marlvel.ai) — Independent app intelligence.*