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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 |
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Counselors, Coaches, and Therapists |
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Find Out What Other Counselors, Coaches, Therapists
(and their Clients) Are Saying...
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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