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Spanish Speakers
| Financial Educators and Counselors
| Financial Planners and Advisors
| Counselors, Coaches, and Therapists
Marriage and Premarital Educators
| Individuals, Couples, and Parents
| Teachers and Youth Leaders
| Business Consultants |
Military
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Counselors, Coaches, and Therapists
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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
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:
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Just for Counselors and Coaches: A quick look at how your dominant money
habitudes impact the way you do business.
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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.
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Table II: Typical challenges related to dominant habitudes (general, business
or personal relationships, job and career)
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Key Questions for each Habitude and Discussion Topics
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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
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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
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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
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I knew my style but didn't realize the impact on my business!
- R.S.T. Coaching client
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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
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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
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