LifeWise Productions, 2009, 107 pages, 8 1/2 X 11

To be used with Money Habitudes cards. Can also supplement the Money Habitudes workshop/training DVD.

Help your clients discover their hidden habits and attitudes about money. This guide will help financial practitioners, counselors, educators, therapists and professional coaches use Money Habitudes cards to work with their clients regarding money-related issues. The guide provides directions for using the cards with individuals, couples and groups. Financial practitioners can use the cards to quickly get to the real issues affecting money management from basic budgeting to major investing. Counselors and coaches can use the cards to discuss money-an issue both clients and professionals often avoid. The guidebook includes:

• Detailed information on how to use the Money Habitudes cards, additional activities and specific suggestions for working with couples and groups.
• NEW! Six major influences that determine how money habits and attitudes develop. Can be used for background information or as a presentation.
• NEW* SMART Goals: Directions to move from general goals to goals that are specific and achievable.
• NEW* Activities to supplement your program or use as handouts.
• Tables for further exploration of typical financial behaviors (earning, spending, saving, investing, giving and debt) and typical life challenges (general life, business or personal relationships, job and career.) They are excellent handouts.
• A "Just for Financial Practitioners" section.
• A "Just for Counselors and Coaches" section.
• NEW! Just for Working with Couples including Respectful Conflict: Suggestions which can be used as a handout when working with couples to keep conversations productive.
• Key questions and additional discussion topics are provided to facilitate more in-depth conversations and suggestions for future action.