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Find Out What Other Counselors, Coaches, Therapists (and their Clients) Are Saying... Read actual examples of how Money Habitudes is being used...


Our relationship with money is often a metaphor for our relationship with life since money is frequently equated with power, control, security, freedom, trust and a sense of self-worth. Discovering a person's relationship with money can be a direct route to uncovering other important issues. Helping a person understand that relationship and take control of his

Professional's Special



Professional Guide


 or her money can be a major step in them taking control of their life.

When facing life transitions, such as marriage, children, divorce, retirement, relocation and job or career changes, people's habits and attitudes about money can have a major impact on the way they feel and the actions they take. This becomes even more pronounced when another person is involved.

Unfortunately, money is a topic that frequently doesn't come up or is avoided in counseling and coaching sessions. Typically, clients doesn't see a connection between their habits and attitudes about money and their relationship, career or self-esteem issues. Often, the professional is not comfortable introducing and exploring the topic of finances and money management or doesn't think to bring it up in the discussion.

Money Habitudes is an easy, non-judgmental and non-threatening familiar activity that makes it easy to discuss this potentially difficult topic. You can also quickly gain important information and insight about other life issues from conversations relating to money.

Money Habitudes Solitaire is the most frequently used activity. The deck of cards includes 54 statement cards that are associated with one of the six Money Habitudes: Security, Status, Selfless, Free Spirit, Targeted Goals and Spontaneous. The client completes a simple sorting process, placing cards into piles identifying behaviors as "like me," "not like me" or "sometimes like me" (a process that takes about 15 minutes). At a glance, you and your client will get a sense of the Money Habitudes that are dominant. By using the interpretation cards, you will gain valuable clues about thoughts, feelings and patterns of behavior. The cards also include suggestions for next steps based on each habitude.  The Money Habitudes Guide for Professionals also offers questions and activities for more in-depth conversations.

The cards also offer insight for you as a professional and your business. The Money Habitudes Guide for Professionals includes the following information for counselors and coaches:
     
Just for Counselors and Coaches: A quick look at how your dominant money habitudes impact the way you do business.
 
How are finances affecting your client's life? Simple questions to quickly get information that could dramatically affect the course of your work with a list of potential counseling issues associated with each habitude.
 
Table II: Typical challenges related to dominant habitudes (general, business or personal relationships, job and career)
 
Key Questions for each Habitude and Discussion Topics
 

 
 
    What Other Counselors, Coaches, Therapists (and their Clients) Are Saying About Money Habitudes...
     
Money Habitudes are a workshop leader's dream! They jumpstart conversation, produce richer career discussion, and make it safe for people to explore how money issues help or hinder career goals. The cards are fun, engaging, and they're key to focusing on what's important in life. - Joyce Cohen, Midlife Transition Facilitator

 
I’ve given them to clients to take home and do on their own without any instructions and have been amazed at the comments and conversations that resulted when they came back the next week. It really helps people make connections in unexpected ways. - Jim Sutton, Psychologist

 
Using the cards created a safe space for exploration and exposure of the emotional connection couples have with their own handling of financial matters and how money was handled in their family of origin.  - Catherine Riley Wineburg, LCSW, MFT, Licensed Imago Therapist

 
I knew my style but didn't realize the impact on my business!  - R.S.T. Coaching client

 
My whole life was literally falling apart and doing the money cards was one of the most helpful parts of working with my therapist. It was the first time I had realized the link between avoiding dealing with money and avoiding taking responsibility and control when I should have.  – M.H., client

 
I'm just starting up this new company and [the Money Habitudes cards] really made me realize a lot of things-especially my "free spirit" nature will need to be controlled to succeed!  - Lea Frederick, President, All Wrapped Up Custom Gifts