The Values Edge
Bring personal and group values to life.
Practical tools for coaches, advisors, and leaders — to clarify values, build shared purpose, and create impact for individuals, teams, and families.
Clarify your values.
Find what you stand for.
- ✓Better Decisions
- ✓Reduce Conflict
- ✓Deeper Relationships
- ✓Greater Resilience
Who We Are
Meet the Creators
Built on thirty years of practice with families, leaders, and teams.
The Values Edge began as a tool Cynthia and Dennis built for their own clients — families navigating transitions, leaders creating shared alignment, and teams focusing on shared impact.
Read more about us
The Book
Living Your Values
Connecting Personal, Family and Organizational Values to Build Purpose and Clarity. The companion book to the practice — Family Business Press, 2026.
Two Ways to Begin
Online
Audience: individuals, coaches, advisors
Use the Cards
Audience: advisors, coaches — in-person toolkit
Personal Values
Personal Values Exercise
Discover what really matters to you or your team. Know your core values — use the Guide to refresh your purpose, increase your confidence to make life and work decisions.
Learn moreTop Collective Values
Group Values Exercise
See the shared patterns of teams and families. Have conversations that deepen relationships for making decisions and communicating what matters most. Connect values to behaviors to build stronger understanding and performance.
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Values Cards Toolkit
Use the in-person cards to discover what matters most. See patterns, build personal and group clarity, make decisions, and act on your purpose.
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Facilitator Training
Add personal values discovery sessions to your advising and coaching. Activate personal self-discovery and lead group conversations to create understanding of motivation and build stronger relationships.
Learn moreTrusted By Leaders
What People Are Saying
The Values Edge gave our family a shared language for what matters most. It transformed how we make decisions together.
Family Enterprise Client
Multi-generational family
As a coach, this toolkit is indispensable. The structure makes values work practical and deeply impactful for my clients.
Executive Coach
Certified Facilitator
The group values report revealed alignment we didn't know we had — and surfaced important conversations we needed to have.
Organizational Leader
Fortune 500 company
This exercise engaged each generation in talking about what matters in their giving goals.
Foundation Executive
Non-profit City foundation
Ready to Explore Your Values?
Learn more about the online exercises or explore the in-person Toolkit.